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

POST OAK INVESTMENT MANAGEMENT, INC

Current firm class

state registeredderived

Book size

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

Industry start

Sep 15, 1986earliest registration or exam on IAPD

Years in industry

40derivedfrom the industry start date

Years at current firm

23derivedfrom the current registration's begin date

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Sep 15, 1986

Dual registered

no

IAPD individual key

1551407

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fae9a55f-d3a0-c4ca-a3f3-ef8212c78a6d

First observed

Sep 15, 1986

Last observed

Sep 14, 2026 6 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.