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Craig Thomas Simmons

Skyoak Wealth

Southfield, MI

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Current Employers
Skyoak Wealth

28411 Northwestern Hwy Suite 760, Southfield, MI 48034 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2019-02-22
  • MI RA
    APPROVED
    Since 2019-02-22

Branch Locations

28411 Northwestern Hwy Suite 760, Southfield, MI 48034 • 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
Brandt, Kelly & Simmons Securities, Llc Southfield MI 10/2002 09/2017
Bks Advisors, Llc Southfield MI 01/2000 Present
Brandt, Kelly & Simmons Securities, Llc Southfield MI 10/2002 Present
Skyoak Wealth, Llc Las Vegas NV 02/2019 Present
  • 10/2002 → 09/2017
    Brandt, Kelly & Simmons Securities, Llc
    Southfield, MI
  • 01/2000 → Present
    Bks Advisors, Llc
    Southfield, MI
  • 10/2002 → Present
    Brandt, Kelly & Simmons Securities, Llc
    Southfield, MI
  • 02/2019 → Present
    Skyoak Wealth, Llc
    Las Vegas, NV
Previous Registrations
  • 2010-06-24 → 2019-12-02
    Bks Advisors, Llc
    Southfield, MI
Other Businesses

1) Brandt, Kelly & Simmons Securities, LLC; Investment related; 28411 Northwestern Highway, Suite 200 Southfield, MI 48034; Insurance; Insurance Agent; 10/2002; Less than 5 hours per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-05-28
S63 Uniform Securities Agent State Law Examination 1994-04-29
  • S65 Uniform Investment Adviser Law Examination
    2010-05-28
  • S63 Uniform Securities Agent State Law Examination
    1994-04-29

View on SEC IAPD

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