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RIA / WealthAdvisor20 years in industry

RYAN JEFFREY YUHNKE

Advisor at SILVEROAK INVESTMENTS, LLC

LAS VEGAS, NV

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Search this name across graphsid dfx:ria:e54fe9b2-b9b1-ebb5-55fd-ee4f953de494

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 30, 2006 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: SILVEROAK INVESTMENTS, LLC
Current firm class: former SEC adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 29, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 5
Exams: S66
First exam: Jun 29, 2006
First registration: Jun 30, 2006
Dual registered: no
Other names: RYAN JEFFREY Yuhnke
IAPD individual key: 5015011

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
SILVEROAK INVESTMENTS, LLC	Former SEC adviser	Jan 19, 2024	n/a	yes	LAS VEGAS, NV	Current employment
DANIEL WEALTH ADVISORS	Former SEC adviser	Jun 26, 2015	Dec 31, 2017	no	NEWPORT BEACH, CA\|CORONA DEL MAR, CA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jul 13, 2015	no	Newport Beach, CA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jun 27, 2008	Jun 1, 2009	no	NEWPORT BEACH, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 30, 2006	Jun 24, 2008	no	NEWPORT BEACH, 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
DANIEL WEALTH ADVISORS	SILVEROAK INVESTMENTS, LLC	Dec 31, 2017	Jan 19, 2024	2,210	Firm change after gap	Other
MORGAN STANLEY	DANIEL WEALTH ADVISORS	Jul 13, 2015	Jun 26, 2015	-17	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CITIGROUP GLOBAL MARKETS INC.	Jun 24, 2008	Jun 27, 2008	3	Firm change	Other

Relationships

Registered with (5)

→ SILVEROAK INVESTMENTS, LLCRegistered adviserregistration: current employment
Jan 19, 2024 to presentfactForm ADV
→ DANIEL WEALTH ADVISORSRegistered adviserregistration: previous registration
Jun 26, 2015 to Dec 31, 2017factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jul 13, 2015factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jun 27, 2008 to Jun 1, 2009factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 30, 2006 to Jun 24, 2008factForm ADV

Dated events

No dated event names this entity yet.