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Frisco, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-06-24 |
| TX | RA | APPROVED | 2015-08-31 |
Branch Locations
Frisco, TX • United States
West Linn, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Consilium Wealth Advisory | West Linn | OR | 08/2015 | Present |
| Black Oak Investment Management Company Llc | West Linn | OR | 03/2020 | Present |
(1) Consilium Wealth Advisory LLC; Investment-related; West Linn, Oregon 97068; Investment Advisory; Investment Advisor Representative; 120hrs; Provide investment advisory services. (2) Black Oak Investment Management Company, LLC; Investment Related; West Linn, Or, Retirement Plan Advisory Services, Investment Advisor Representative and Managing Member; Start Date of the Relationship: March 6, 2020 Approximate Number of Hours/Month You Devote to Other Business: 10 hrs/month Number of Hours Devoted to Other Business During Securities Trading Hours: 5hrs/month Briefly Describe Your Duties for the Other Business: Provide retirement plan advisory services to plan sponsors and participants. (3) Treasurer; International Leadership Academy; Is the business investment related: No; Location of the business: 14788 Boones Ferry Rd Lake Oswego OR 97035 USA; Description of the business: day care through 5 grade French language immersion school; Responsibilities Duties: Financial oversight and long term strategy execution; Start date with business: 2021-02-01; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0;
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