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Ryan Paul Thomsen

First Oak Wealth Management, LLC

Raleigh, NC

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Current Employers
First Oak Wealth Management, Llc

9131 Anson Way Suite 200, Raleigh, NC 27615 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2017-05-03
  • NC RA
    APPROVED
    Since 2017-05-03

Branch Locations

9131 Anson Way Suite 200, Raleigh, NC 27615 • 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
Great Lakes & Atlantic Wealth Management And Advisory Partners Charlotte NC 03/2017 04/2017
First Oak Wealth Management Raleigh NC 04/2017 Present
Oak City Consulting, Llc Durham NC 05/2015 03/2017
  • 03/2017 → 04/2017
    Great Lakes & Atlantic Wealth Management And Advisory Partners
    Charlotte, NC
  • 04/2017 → Present
    First Oak Wealth Management
    Raleigh, NC
  • 05/2015 → 03/2017
    Oak City Consulting, Llc
    Durham, NC
Previous Registrations
  • 2017-03-31 → 2017-05-03
    Hayden Royal
    Raleigh, NC
    Charlotte, NC
  • 2015-05-27 → 2017-04-03
    Oak City Investment Consulting
    Wake Forest, NC
  • 2010-08-10 → 2015-05-26
    Edward Jones
    Raleigh, NC
    St Louis, MO
    Durham, NC
    Durham, NC
Other Businesses

RENTAL PROPERTY RALEIGH, NC 27617 2/15/2015 OWNER LESS THAN 5 HOURS/WEEK, NONE DURING SECURITIES TRADING HOURS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-06
S63 Uniform Securities Agent State Law Examination 2008-12-19
  • S66 Uniform Combined State Law Examination
    2010-08-06
  • S63 Uniform Securities Agent State Law Examination
    2008-12-19
Other Names
  • Ryan Thomsen
  • Ryan P Thomsen

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ADVISORY SERVICES NETWORK
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH
William Dean Cotton
Earl Scott Butcher
DAVID JEFFREY HERMAN
JAY DAVID MCKINNEY
BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

More in Raleigh, NC

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