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Reading the graph
Advisor at SKYOAK CAPITAL, INC.
MEDFORD, OR | LAS VEGAS, NV
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SKYOAK CAPITAL, INC. | Independent wealth | Dec 16, 2024 | n/a | yes | LAS VEGAS, NV|MEDFORD, OR | Current employment |
| SKYOAK WEALTH | Independent wealth | Feb 22, 2019 | Jul 1, 2020 | no | MEDFORD, OR|Medford, OR | Previous registration |
| SKYOAK CAPITAL, INC. | Independent wealth | Apr 15, 2015 | Mar 29, 2019 | no | LAS VEGAS, NV | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SKYOAK WEALTH | SKYOAK CAPITAL, INC. | Jul 1, 2020 | Dec 16, 2024 | 1,629 | Firm change after gap | RIA to RIA |
| SKYOAK CAPITAL, INC. | SKYOAK WEALTH | Mar 29, 2019 | Feb 22, 2019 | -35 | Firm change after gap | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 154248:299564:NV:2019-03-29 | Mar 29, 2019 | Feb 22, 2019 | LAS VEGAS, NV | Firm change after gap |