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Oak Lane Advisors CRD 140612
$446M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1222 W. Legacy Crossing Blvd Suite 6, Centerville, UT 84014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-24 |
| UT | RA | APPROVED | 2007-05-22 |
Branch Locations
1222 W. Legacy Crossing Blvd Suite 6, Centerville, UT 84014 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Navigation, Llc | Centerville | UT | 09/2006 | Present |
| Arete Wealth Management, Llc | Chicago | IL | 03/2009 | 03/2020 |
WN INSURANCE GROUP LLC: INSURANCE AGENCY; PARTNER. AXIS FAMILY HOLDINGS LLC: HOLDING COMPANY; OWNER. NSO BIG SKY LLC: HOLDING COMPANY; MEMBER. NORTH SLOPE OUTDOORS LLC: EQUIPMENT RENTALS; OWNER. OLD GROWTH CAPTIAL LLC: HOLDING COMPANY; OWNER SCP FUND I LLC: LAND DEVELOPMENT; OWNER; WN HOLDINGS LLC HAS A BENEFICIAL INTEREST IN SCP FUND I LLC. WN HOLDINGS LLC: HOLDING COMPANY; OWNER. 317 VENTURES, LLC; HOLDING COMPANY; OWNER. 317 DEVELOPMENT LLC: REAL ESTATE; MEMBER. 317 CAPITAL GROUP LLC: REAL ESTATE; NON-MANAGING MEMBER. WELLSPRING HOMES, LLC: MARKETING; MEMBER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-20 |
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