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5500 Wayzata Blvd Suite 290, Minneapolis, MN 55416 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-02-13 |
| MN | RA | APPROVED | 2016-10-19 |
| TX | RA | APPROVED | 2016-10-19 |
Branch Locations
5500 Wayzata Blvd Suite 290, Minneapolis, MN 55416 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| White Oaks Wealth Advisors | Minneapolis | MN | 04/2011 | Present |
| White Oaks Investment Management | Sarasota | FL | 02/2014 | Present |
1. White Oaks Investment Management, Inc; Yes - investment related; 1717 2nd Street, Suite C, Sarasota, FL 34236; Investment activities; CEO and CCO; 02/2014; 20% of her time is spent on this activity; Most of the hours spent are during security hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-15 |
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