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Justin James Wai

Three Oaks Partners Investment Counsel LLC

Lithia, FL

Clearwater, FL

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Current Employers
Three Oaks Partners Investment Counsel Llc

1901 Ulmerton Road Suite 625-304, Clearwater, FL 33762 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-13
  • FL RA
    APPROVED
    Since 2026-01-13

Branch Locations

Lithia, FL • United States

1901 Ulmerton Road Suite 625-304, Clearwater, FL 33762 • 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
Raymond James Financial St. Petersburg FL 08/2011 05/2017
Sabal Trust Company St. Petersburg FL 05/2017 08/2025
Extended Travel Lithia FL 08/2025 12/2025
Three Oaks Partners Investment Counsel, Llc Clearwater FL 01/2026 Present
  • 08/2011 → 05/2017
    Raymond James Financial
    St. Petersburg, FL
  • 05/2017 → 08/2025
    Sabal Trust Company
    St. Petersburg, FL
  • 08/2025 → 12/2025
    Extended Travel
    Lithia, FL
  • 01/2026 → Present
    Three Oaks Partners Investment Counsel, Llc
    Clearwater, FL
Designations

View on SEC IAPD

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