Bretton Saunders Danforth

Employer firm

Oak City Investment Consulting CRD 162220

$1.43B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• THE COMPANY IS ENGAGED IN LICENSING AS AN INDEX PROVIDER TO EXCHANGE TRADED FUNDS ("ETFS")

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2021 → Present
  Oak City Consulting, Llc
  Wake Forest, NC
• 03/2014 → 12/2018
  Square 1 Bank (Acquired By Pacific Western Bank)
  Durham, NC
• 01/2019 → 01/2022
  Wolfpack Investor Network At Nc State University
  Raleigh, NC
• 03/2012 → 12/2021
  Oak City Consulting, Llc
  Wake Forest, NC
• 04/2022 → 10/2023
  Triangle Impact Network
  Raleigh, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-21

Other Names

• Brett Danforth
• Bretton Saunders Danforth
• Bretton Danforth