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Bretton Saunders Danforth

Oak City Investment Consulting

Wake Forest, NC

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Current Employers
Oak City Investment Consulting

9733 Fonville Rd, Wake Forest, NC 27587 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-07-21
TX RA APPROVED 2022-07-21
  • NC RA
    APPROVED
    Since 2022-07-21
  • TX RA
    APPROVED
    Since 2022-07-21

Branch Locations

9733 Fonville Rd, Wake Forest, NC 27587 • 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
Oak City Consulting, Llc Wake Forest NC 01/2021 Present
Square 1 Bank (Acquired By Pacific Western Bank) Durham NC 03/2014 12/2018
Wolfpack Investor Network At Nc State University Raleigh NC 01/2019 01/2022
Oak City Consulting, Llc Wake Forest NC 03/2012 12/2021
Triangle Impact Network Raleigh NC 04/2022 10/2023
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-21
  • S65 Uniform Investment Adviser Law Examination
    2022-07-21
Other Names
  • Brett Danforth
  • Bretton Saunders Danforth
  • Bretton Danforth

View on SEC IAPD

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Other Investors

Blair Cashion Griffin
Catherine Marlow Easop
LAUREN CLARK TYNDALL
David Joseph Brunswick
DAVID J BRUNSWICK
CHRISTOPHER CONNOR ROLF
Gregory Dean Daniels
William C Gass

Other Offices

EDWARD JONES · Wake Forest, NC
G. A. REPPLE & COMPANY · WAKE FOREST, NC
ALTRIUS CAPITAL MANAGEMENT, INC. · WAKE FOREST, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Wake Forest, NC
EDWARD JONES · WAKE FOREST, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WAKE FOREST, NC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Wake Forest, NC
MOLOKAI INVESTMENT MANAGEMENT, LLC · WAKE FOREST, NC

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