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

Mar 1, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Dec 15, 2017

First registration

Jul 22, 2021

Dual registered

yes, broker-dealer

Other names

JOSEPH L MACK|JOE MACK

IAPD individual key

5116404

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f26a8c20-b28d-a320-1d02-0cc7ea524e51

First observed

Jul 22, 2021

Last observed

Sep 18, 2026 2 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.