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10940 Wilshire Blvd Suite 975, Los Angeles, CA 90024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-19 |
| CT | RA | APPROVED | 2023-09-19 |
Branch Locations
10940 Wilshire Blvd Suite 975, Los Angeles, CA 90024 • United States
Hamden, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silver Oak Wealth Advisors Services, Llc | Los Angeles | CA | 10/2021 | 10/2023 |
| Kansas State University | Manhattan | KS | 08/2021 | 05/2023 |
| Whitworth University | Spokane | WA | 09/2017 | 05/2021 |
| Cedar Tree Classical Christian School | Ridgefield | WA | 09/2009 | 06/2017 |
| Silver Oak Wealth Advisors Services, Llc | Los Angeles | CA | 10/2023 | Present |
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