This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

OAKWOOD CAPITAL, INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 17, 2008earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

15derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

10

Exams

S66

First exam

Jun 17, 2008

First registration

Jul 1, 2008

Dual registered

yes, broker-dealer

Other names

WENDY J WAALEN|WENDY J BLIXT|WENDY BLIXT

IAPD individual key

4178870

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d3edffc1-b39a-afc2-1f56-26a822094604

First observed

Jul 1, 2008

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.