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David Andrew Lindley

Oakwell Private Wealth Management

Plymouth, MI

Austin, TX

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Current Employers
Oakwell Private Wealth Management

3200 Steck Ave Suite 200, Austin, TX 78757 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-10-10
TX RA APPROVED 2025-10-10
  • MI RA
    APPROVED
    Since 2025-10-10
  • TX RA
    APPROVED
    Since 2025-10-10

Branch Locations

Plymouth, MI • United States

3200 Steck Ave Suite 200, Austin, TX 78757 • 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
Gem Asset Management, Llc Plymouth MI 07/2019 09/2025
Northern Trust Corporation Chicago IL 09/2011 03/2019
Unemployed Chicago IL 04/2019 06/2019
Foguth Financial Group Brighton MI 08/2025 09/2025
Oakwell Private Wealth Management Austin TX 10/2025 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-08-11
  • S63 Uniform Securities Agent State Law Examination
    2003-08-11
Designations
Other Names
  • Dave Lindley

View on SEC IAPD

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