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Sherwood Oak Knoll, LLC CRD 310621
$3.00M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
San Marino, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gold Coast Securities, Inc. | Thousand Oaks | CA | 02/2003 | 10/2020 |
| Rocky Mountain Hardware | Hailey | ID | 11/2015 | 01/2019 |
| Moreland Capital | San Marino | CA | 01/2003 | 08/2020 |
| Sherwodd Oak Knoll, Llc | San Marino | CA | 07/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-27 |
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