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Las Vegas, NV • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-18 |
| CA | RA | APPROVED | 2025-07-06 |
| NV | RA | APPROVED | 2025-07-06 |
| OK | RA | APPROVED | 2025-07-06 |
| GA | RA | APPROVED | 2024-01-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dw Advisors Dba Silveroak Investments | Irvine | CA | 06/2015 | 12/2017 |
| Silveroak Investments, Llc | Newport Beach | CA | 11/2017 | Present |
INSURANCE AGENT (LICENSE #0G36157); INVESTMENT RELATED; BUSINESS CONDUCTED THROUGH SILVEROAK INVESTMENTS; 4695 MACARTHUR CT. NEWPORT BEACH CA, 92660; START DATE Sept 2019; THIS ENTITY IS AN INSURANCE COMPANY REGISTERED WITH STATE OF CA THAT PROVIDES LIFE INSURANCE; DEVOTES APPROX. 10 HOURS PER MONTH; MOST OF THESE HOURS WILL NOT OCCUR DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-29 |
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