DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jennifer Ann Davis

Skyoak Capital, Inc.independent RIALas Vegas, NvIA-onlyIAPD 2481766

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jennifer Ann Wittmayer

At current firm

1 y

since Nov 5, 2024

In the industry

32 y

since May 26, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Founder, CEOreportedskyoak.comfirm site, Sep 16, 2026
Designations: CFPreportedskyoak.comas printed on the bio page, Sep 16, 2026
Founder: “Jennifer Davis is the founder and CEO of SkyOak Capital, Inc.”reportedskyoak.comthe sentence on the bio page
Professional profile: skyoak.com/our-team/jennifer-davis-cfpreportedskyoak.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Skyoak Capital, Inc. independent RIA current
since Nov 5, 2024 · Las Vegas, Nv
Skyoak Wealth independent RIA
Feb 21, 2019 to Jul 1, 2020 · Southfield, Mi
Skyoak Capital, Inc. independent RIA
Jul 8, 2010 to Mar 29, 2019 · Las Vegas, Nv
Resource Investment Architects, Inc. former
Feb 22, 2010 to Feb 17, 2011
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jun 13, 2008 to Feb 22, 2010 · Palo Alto, Ca
Citigroup Global Markets Inc. BD affiliated
Feb 24, 2000 to Jun 27, 2008 · Menlo Park, Ca

Moves

a registration end followed by a registration begin elsewhere

Skyoak Wealth to Skyoak Capital, Inc.
left Jul 1, 2020, registered Nov 5, 2024 (1588 days) · RIA to RIA · moved with a team
Skyoak Capital, Inc. to Skyoak Wealth
left Mar 29, 2019, registered Feb 21, 2019 (-36 days) · RIA to a newly registered adviser · moved with a team
Resource Investment Architects, Inc. to Skyoak Capital, Inc.
left Feb 17, 2011, registered Jul 8, 2010 (-224 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Resource Investment Architects, Inc.
left Feb 22, 2010, registered Feb 22, 2010 (0 days) · Other
Citigroup Global Markets Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Jun 27, 2008, registered Jun 13, 2008 (-14 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address