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6671 Las Vegas Blvd S Suite 210, Las Vegas, NV 89119 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-08 |
| CA | RA | APPROVED | 2024-11-05 |
| NV | RA | APPROVED | 2024-11-05 |
| OR | RA | APPROVED | 2024-11-05 |
Branch Locations
6671 Las Vegas Blvd S Suite 210, Las Vegas, NV 89119 • 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 |
|---|---|---|---|---|
| Skyoak Wealth Management | Medford | OR | 02/2010 | 02/2019 |
| Kw Securities Corp | Larkspur | CA | 03/2014 | 01/2018 |
| Skyoak Wealth, Llc | Las Vegas | NV | 02/2019 | Present |
| Skyoak Capital, Inc. | Las Vegas | NV | 06/2020 | Present |
1.SkyOak Asset Protection Group LLC;INDEPENDENT INSURANCE AGENT; OWNER;6671 Las Vegas Blvd S, Suite 210 Las Vegas, NV 89119;FIXED INSURANCE AND LIFE INSURANCE SALES; 7/2010;32 hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-26 |
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