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Aileen Lau Danley

Oak Street Advisory Group, LLC

Nevada City, CA

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Current Employers
Oak Street Advisory Group, Llc

Nevada City, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-05-11
  • CA RA
    APPROVED
    Since 2018-05-11

Branch Locations

Nevada City, CA • 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
Warren Street Wealth Advisors, Llc Tustin CA 04/2016 03/2018
Zeiders Enterprises Woodbridge VA 10/2013 08/2023
Oak Street Advisory Group Laguna Beach CA 05/2018 Present
  • 04/2016 → 03/2018
    Warren Street Wealth Advisors, Llc
    Tustin, CA
  • 10/2013 → 08/2023
    Zeiders Enterprises
    Woodbridge, VA
  • 05/2018 → Present
    Oak Street Advisory Group
    Laguna Beach, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-05-29
  • S65 Uniform Investment Adviser Law Examination
    2010-05-29
Designations
Other Names
  • Aileen Lau
  • Aileen Kwan Min Lau

View on SEC IAPD

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