Lindsey Amanda Black

Employer firm

Oakstreet Wealth Management, Inc. CRD 288723

$482M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 04/2017
  Bok Financial Securities, Inc.
  Houston, TX
• 04/2014 → 04/2017
  Bokf, Na
  Houston, TX
• 12/2015 → 04/2017
  Bok Financial Asset Management, Inc
  Houston, TX
• 05/2017 → Present
  Oakstreet Wealth Management, Inc.
  Houston, TX
• 06/2017 → Present
  Tri-Ad
  Escondido, CA

Previous Registrations

• 2009-03-19 → 2017-05-26
  Bok Financial Asset Management, Inc.
  Houston, TX

Other Businesses

BLACKSTONE FARMS LTD. 100% OWNERSHIP NONE DURING NORMAL BUSINESS HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-03-18
• S63 Uniform Securities Agent State Law Examination
  2003-10-20