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Lindsey Amanda Black

Oakstreet Wealth Management, Inc.

Magnolia, TX

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Current Employers
Oakstreet Wealth Management, Inc.

9911 Stubbs Road, Magnolia, TX 77354 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2017-12-14
TX RA APPROVED 2017-12-14
  • IL RA
    APPROVED
    Since 2017-12-14
  • TX RA
    APPROVED
    Since 2017-12-14

Branch Locations

9911 Stubbs Road, Magnolia, TX 77354 • 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
Bok Financial Securities, Inc. Houston TX 04/2014 04/2017
Bokf, Na Houston TX 04/2014 04/2017
Bok Financial Asset Management, Inc Houston TX 12/2015 04/2017
Oakstreet Wealth Management, Inc. Houston TX 05/2017 Present
Tri-Ad Escondido CA 06/2017 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-03-18
S63 Uniform Securities Agent State Law Examination 2003-10-20
  • S65 Uniform Investment Adviser Law Examination
    2009-03-18
  • S63 Uniform Securities Agent State Law Examination
    2003-10-20

View on SEC IAPD

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Other Offices

GWN SECURITIES INC. · MAGNOLIA, TX
J.P. MORGAN SECURITIES LLC · THE WOODLANDS, TX
NOVODYN ADVISORS LLC · THE WOODLANDS, TX
TRUSTEE EMPOWERMENT & PROTECTION, INC. · The Woodlands, TX
EDWARD JONES · MAGNOLIA, TX
J.P. MORGAN SECURITIES LLC · Magnolia, TX
GREENLINE TRADING LLC · SPRING, TX
LPL FINANCIAL LLC · MAGNOLIA, TX

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