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.
John F Devereaux
- Professional profile
- oakwoodcapital.com/team-member/john-devereauxreportedoakwoodcapital.comfirm site, Sep 15, 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.
- Oakwood Capital, Inc. independent RIA currentsince Jan 17, 2014 · St. Louis Park, Mn
- Oakwood Capital, Inc. independent RIAJan 17, 2014 to Dec 31, 2020 · St. Louis Park, Mn
- Wfg Advisors, LP formerDec 17, 2008 to Aug 10, 2010 · Plymouth, Mn
- Eplanning Advisors Inc unclassifiedJan 3, 2007 to Dec 18, 2008 · Roseville, Ca
- Wall Street Financial Group, Inc formerJan 28, 2005 to Dec 31, 2006 · Plymouth, Mn
- Wfg Advisors, LP to Oakwood Capital, Inc.left Aug 10, 2010, registered Jan 17, 2014 (1256 days) · Other
- Eplanning Advisors Inc to Wfg Advisors, LPleft Dec 18, 2008, registered Dec 17, 2008 (-1 days) · Other
- Wall Street Financial Group, Inc to Eplanning Advisors Incleft Dec 31, 2006, registered Jan 3, 2007 (3 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address