Timothy Rasta Sykes

Employer firm

Oak Root LLC CRD 246788

$920M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

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

Current Employers

Oak Root Llc

Santa Barbara, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-06-08
HI	RA	APPROVED	2024-06-08

CA RA
APPROVED

Since 2024-06-08
HI RA
APPROVED

Since 2024-06-08

Branch Locations

Santa Barbara, 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

Organization	City	State	From	To
Oak Root Llc	Kahului	HI	12/2023	Present
Hawaii Life	Wailea	HI	08/2017	Present
Tkh Construction	Kahului	HI	08/2023	12/2023
Novation Ventures/Dba Probate Cash	West Palm Beach	FL	06/2018	06/2023
Inheritance Funding Company Inc.	San Francisco	CA	09/2002	05/2018

12/2023 → Present

Oak Root Llc

Kahului, HI
08/2017 → Present

Hawaii Life

Wailea, HI
08/2023 → 12/2023

Tkh Construction

Kahului, HI
06/2018 → 06/2023

Novation Ventures/Dba Probate Cash

West Palm Beach, FL
09/2002 → 05/2018

Inheritance Funding Company Inc.

San Francisco, CA

Other Businesses

1. I have my Real Estate license held with Hawaii Life Real Estate Brokers and have no commissions for I have no sales. 2. TRS Property Solutions LLC. I just formed it in July 2023 to invest in real property tax liens but have not purchased anything yet.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-06-07
S63	Uniform Securities Agent State Law Examination	2000-05-09

S65 Uniform Investment Adviser Law Examination

2024-06-07
S63 Uniform Securities Agent State Law Examination

2000-05-09

Other Names

Tim R Sykes

View on SEC IAPD