Best Investors
Account
Sign in
Best Investors
Account
Sign in
2377 Gold Meadow Way Suite 220, Gold River, CA 95670 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-04-10 |
| CA | RA | APPROVED | 2017-04-07 |
| OR | RA | APPROVED | 2014-06-05 |
Branch Locations
2377 Gold Meadow Way Suite 220, Gold River, CA 95670 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Three Oaks Capital Management | Lake Oswego | OR | 04/2014 | Present |
| Three Oaks Business Consulting | Gold River | CA | 02/2020 | Present |
Grant is the founder and principal of Three Oaks Tax. Three Oaks Tax is located at 2377 Gold Meadow Way, in Gold River, CA, 95670. Grant launched Three Oaks Tax in February of 2024. The firm engages in tax preparation, consulting and related services. It is not an investment related business. Grant spends 5% or less of his working hours on Three Oaks Tax activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-12-05 |
Reach out to this advisor