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Heidi Obenauer Yoshida

Oak Advisors, LLC

Bluffton, SC

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Current Employers
Oak Advisors, Llc

3 Clark Summit Drive Suite 201, Bluffton, SC 29910 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2018-01-09
  • SC RA
    APPROVED
    Since 2018-01-09

Branch Locations

3 Clark Summit Drive Suite 201, Bluffton, SC 29910 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chatham Capital Group, Inc. Savannah GA 07/2014 12/2017
Oak Advisors, Llc Bluffton SC 01/2018 Present
Previous Registrations
  • 2016-02-11 → 2018-12-14
    Chatham Capital Group Inc
    Savannah, GA
  • 2014-04-15 → 2014-07-07
    Boys Arnold & Co. Inc.
    Hilton Head Island, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-04-15
S63 Uniform Securities Agent State Law Examination 2000-10-18
  • S65 Uniform Investment Adviser Law Examination
    2014-04-15
  • S63 Uniform Securities Agent State Law Examination
    2000-10-18
Designations
Other Names
  • Heidi Obenauer

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · BLUFFTON, SC
GWN SECURITIES INC. · Bluffton, SC
CHARLES SCHWAB & CO., INC. · Bluffton, SC
RAYMOND JAMES & ASSOCIATES, INC. · BLUFFTON, SC
CETERA INVESTMENT ADVISERS LLC · BLUFFTON, SC
STATE FARM INVESTMENT MANAGEMENT CORP. · Bluffton, SC
VAN GROUW ADVISORS, LLC · BLUFFTON, SC
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