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600 Highway 169 South Suite 1410, St. Louis Park, MN 55426 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-09-19 |
| CA | RA | APPROVED | 2022-03-22 |
| ND | RA | APPROVED | 2021-04-26 |
| IA | RA | APPROVED | 2019-06-10 |
| MT | RA | APPROVED | 2019-06-10 |
| WI | RA | APPROVED | 2019-06-10 |
| MN | RA | APPROVED | 2014-01-17 |
Branch Locations
600 Highway 169 South Suite 1410, St. Louis Park, MN 55426 • United States
St Louis Park, MN • United States
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 |
|---|---|---|---|---|
| Oakwood Capital Securities, Inc. | Minneapolis | MN | 07/1995 | Present |
| Oakwood Capital, Inc. | Minneapolis | MN | 01/2014 | Present |
SINCE 1995 APPROXIMATELY 10 HOURS PER MONTH ARE SPENT DURING TRADING HOURS SELLING LIFE AND LONG TERM CARE INSURANCE. THIS IS A INVESTMENT RELATED BUSINESS. OWNER OF JRS LLC dba JRS Advisors; FOR PERSONAL TAX AND FINANCIAL PLANNING SINCE 2006. APPROXIMATELY 10 HOURS PER MONTH ARE SPENT ON THIS NON INVESTMENT OUTSIDE BUSINESS ACTIVITY. INVESTMENT ADVISOR REPRESENTATIVE OF OAKWOOD CAPITAL, INC. (OC) 600 HIGHWAY 169, SUITE 1410, MINNEAPOLIS, MN 55426. (INVESTMENT RELATED BUSINESS - OC IS AN SEC REGISTERED INVESTMENT ADVISOR) AFFILIATED WITH OC 10/26/1995. APPROXIMATELY 25 TO 30 HOURS PER MONTH (BASED ON 160 WORKING HOURS IN A MONTH) ARE SPENT ON OC BUSINESS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-22 |
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