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Michael Thomas Stoner

Bull Oak Capital, LLC

Rancho Santa Fe, CA

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Current Employers
Bull Oak Capital, Llc

16236 San Dieguito Rd. Ste 4-21, Rancho Santa Fe, CA 92067-5752 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-03-21
  • CA RA
    APPROVED
    Since 2024-03-21

Branch Locations

16236 San Dieguito Rd. Ste 4-21, Rancho Santa Fe, CA 92067-5752 • 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
Bull Oak Capital, Llc San Diego CA 01/2024 Present
San Diego State University San Diego CA 07/2021 08/2023
Us Navy Coronado CA 08/2011 05/2021
Exam Preparation San Diego CA 08/2023 01/2024
  • 01/2024 → Present
    Bull Oak Capital, Llc
    San Diego, CA
  • 07/2021 → 08/2023
    San Diego State University
    San Diego, CA
  • 08/2011 → 05/2021
    Us Navy
    Coronado, CA
  • 08/2023 → 01/2024
    Exam Preparation
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-23
  • S65 Uniform Investment Adviser Law Examination
    2024-02-23

View on SEC IAPD

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