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6671 Las Vegas Blvd S Suite 210, Las Vegas, NV 89119 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-16 |
| NV | RA | APPROVED | 2024-12-16 |
| OR | RA | APPROVED | 2024-12-16 |
Branch Locations
6671 Las Vegas Blvd S Suite 210, Las Vegas, NV 89119 • United States
920 Town Centre Drive, Medford, OR 97504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Skyoak Wealth Management | Medford | OR | 04/2015 | 02/2019 |
| Skyoak Wealth, Llc | Las Vegas | NV | 02/2019 | 06/2020 |
| Skyoak Wealth Management | Las Vegas | NV | 06/2020 | Present |
1. GAMBLE-FOR-GOOD: NON PROFIT WORKING WITH CHARITIES TO PROVIDE A FUN AND EXCITING VENUE TO DONORS. STARTED 1/2015. FOUNDER AND OWNER. TIME ALLOTTED 10 HOURS PER MONTH. 2.FAMILY NURTURING CENTER;NON-PROFIT;HELPING UNDER PRIVLEDGED FAMILIES;BOARD MEMBER-TREASURER;6/2015;5 HOUR PER MONTH 3. SKYOAK ASSET PROTECTION GROUP,INSURANCE AGENCY; LICENSED INSURANCE AGENT; 11/2015 10 HOURS MONTH;229 N BARTLETT ST MEDFORD, OR 97501 (4) MEDFORD POKER CLUB; LLC; 3502 EXCEL DRIVE, SUITE 103, MEDFORD, OR 97504; MEMBERSHIP/SOCIAL CLUB; 100% OWNER, WILL SPEND APPROX 40 HOURS PER MONTH TRAINING DEALERS AND PROVIDING GUIDANCE TO THE ROOM; ANTICIPATED DURATION IS INDEFINITE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-11 |
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