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RIA / WealthAdvisor18 years in industry

RYAN ANTHONY HUGHES

Advisor at BULL OAK CAPITAL, LLC

RANCHO SANTA FE, CA

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Search this name across graphsid dfx:ria:de8d6cfd-751d-e3f9-4ed9-a32574252606

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 13, 2008 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BULL OAK CAPITAL, LLC
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: May 9, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: May 9, 2008
First registration: May 13, 2008
Dual registered: no
Other names: RYAN A HUGHES
IAPD individual key: 5430536

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BULL OAK CAPITAL, LLC	Independent wealth	Mar 20, 2014	n/a	yes	RANCHO SANTA FE, CA	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	May 5, 2010	Jul 2, 2012	no	Woodland Hills, CA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Apr 26, 2010	no	VALENCIA, CA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Jan 8, 2009	Jun 1, 2009	no	VALENCIA, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 13, 2008	Oct 21, 2008	no	BEVERLY HILLS, CA\|SANTA MONICA, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHARLES SCHWAB & CO., INC.	BULL OAK CAPITAL, LLC	Jul 2, 2012	Mar 20, 2014	626	Firm change after gap	Ibd to RIA
MORGAN STANLEY	CHARLES SCHWAB & CO., INC.	Apr 26, 2010	May 5, 2010	9	Firm change	Wirehouse to ibd
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY & CO. LLC	Oct 21, 2008	Jan 8, 2009	79	Firm change	Other

Relationships

Registered with (5)

→ BULL OAK CAPITAL, LLCRegistered adviserregistration: current employment
Mar 20, 2014 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
May 5, 2010 to Jul 2, 2012factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Apr 26, 2010factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Jan 8, 2009 to Jun 1, 2009factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 13, 2008 to Oct 21, 2008factForm ADV

Dated events

No dated event names this entity yet.