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Mohua Das

Crimson Oak Wealth Management, LLC

Lexington, KY

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Current Employers
Crimson Oak Wealth Management, Llc

704 Spring Meadows Drive Unit A, Lexington, KY 40504 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2024-12-18
TX RA APPROVED 2022-06-03
OH RA APPROVED 2014-06-12
  • KY RA
    APPROVED
    Since 2024-12-18
  • TX RA
    APPROVED
    Since 2022-06-03
  • OH RA
    APPROVED
    Since 2014-06-12

Branch Locations

704 Spring Meadows Drive Unit A, Lexington, KY 40504 • 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
Crimson Oak Wealth Management, Llc Lexington KY 06/2014 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-12
  • S66 Uniform Combined State Law Examination
    2007-01-12
Designations
Other Names
  • Mou Das
  • Mohua Das

View on SEC IAPD

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JASON CHRISTOPHER GRESHAM
JAMES CARL GRAY
MARC ALLEN MOORE
AARON WILLIAM SEYFRIED
CARL LEE JINRIGHT
GEORGE DAVID PIERCE
JAMES MICHAEL THOMPSON

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · LEXINGTON, KY
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC. · LEXINGTON, KY
LPL FINANCIAL LLC · LEXINGTON, KY
CETERA INVESTMENT ADVISERS LLC · LEXINGTON, KY
INVEST INC. · LEXINGTON, KY
EAGLE STRATEGIES LLC · LEXINGTON, KY
LPL ENTERPRISE, LLC · LEXINGTON, KY
LPL FINANCIAL LLC · LEXINGTON, KY

More in Lexington, KY

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