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Jefferson Roy Wang

Gordon Oak Financial, LLC

Plano, TX

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Current Employers
Gordon Oak Financial, Llc

6010 W. Spring Creek Pkwy, Plano, TX 75024 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-09-19
TX RA APPROVED 2021-01-05
  • NY RA
    APPROVED
    Since 2022-09-19
  • TX RA
    APPROVED
    Since 2021-01-05

Branch Locations

6010 W. Spring Creek Pkwy, Plano, TX 75024 • 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
Cain Watters & Associates Plano TX 01/2018 01/2021
Price Waterhouse Coopers Dallas TX 07/2016 12/2017
Gordon Oak Financial, Llc Plano TX 07/2020 Present
  • 01/2018 → 01/2021
    Cain Watters & Associates
    Plano, TX
  • 07/2016 → 12/2017
    Price Waterhouse Coopers
    Dallas, TX
  • 07/2020 → Present
    Gordon Oak Financial, Llc
    Plano, TX
Previous Registrations
Other Businesses

Jefferson Roy Wang is an accountant.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-19
  • S65 Uniform Investment Adviser Law Examination
    2019-05-19
Designations

View on SEC IAPD

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