SR
Sky B. Rylant
WESTSIDE INVESTMENT MANAGEMENT
OKLAHOMA CITY, OK 73120
Some features on this profile are disabled
CRD#: 4871901
SR
Professional summary
Sky Brent Rylant, who also goes by Sky Bront Rylant, is a registered financial advisor currently at WESTSIDE INVESTMENT MANAGEMENT, LLC located in Oklahoma City, Oklahoma and LPL FINANCIAL LLC located in Oklahoma City, Oklahoma.
Sky is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Sky has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sky Bront Rylant
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) 01/05/2015: WESTSIDE INVESTMENT MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 10900 HEFNER POINTE DRIVE, SUITE 502, OKLAHOMA CITY, OK 73120 - START 01/01/2015 - 60 HR/MO ALL DURING SECS TRDG HRS (2)01/06/2015 - WESTSIDE INVESTMENT MANAGEMENT S CORP - REGISTERED INVESTMENT ADVISOR HYBRID - TIME SPENT 90 HOURS PER MONTH - OKLAHOMA CITY, OK (3) 02/17/2015: TABER BROKERAGE: WWW.TABERBROKERAGE.COM - INV REL - 10900 HEFNER POINTE DRIVE, SUITE 502, OKLAHOMA CITY, OK 73120 - NON-VARIABLE INSURANCE - START 02/20/2015 - 10 HR/MO ALL DURING SECS TRDG HRS - LIFE, LONG-TERM CARE (4) 02/18/2015: NO BUSINESS NAME - INV REL - 10900 HEFNER POINTE DRIVE, SUITE 502, OKLAHOMA CITY OK 73120 - NON-VARIABLE INSURANCE - START 02/17/2015 - 10 HR/MO ALL DURING SECS TRDG HRS - INSURANCE AGENT SUBMITTING DI, LTC AND LIFE APPLICATIONS THRU INSURANCE AGENCIES (5) 03/11/2016 * Westside Investment Management, Inc. * DBA for LPL Business (entity for LPL business) * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 10/01/2012 * 150 HRS/MO; 125 HRS/MO DURING SECS TRDG HRS. (6) 03/08/2022 - Westside Investment Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 02/07/2022 - 40 Hours Per Month/4 Hours During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Sky Brent Rylant's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 15, 2012 - Present
WESTSIDE INVESTMENT MANAGEMENT, LLC
Office #1: 10900 Hefner Pointe Drive Suite 502, Oklahoma City, OK 73120RIA
CRD#: 154522
OKLAHOMA CITY, OK
Current
October 10, 2012 - Present
LPL FINANCIAL LLC
Office #1: 10900 Hefner Pointe Dr Ste 502, Oklahoma City, OK 73120-5006RIA
BD
CRD#: 6413
Oklahoma City, OK
Past
June 17, 2008 - October 4, 2012
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
OKLAHOMA CITY, OK
Past
March 4, 2008 - October 4, 2012
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
OKLAHOMA CITY, OK
Past
March 5, 2007 - January 7, 2008
T.S. PHILLIPS INVESTMENTS, INC.
BD
CRD#: 124348
STILLWATER, OK
Past
January 17, 2005 - February 26, 2007
NYLIFE SECURITIES LLC
BD
CRD#: 5167
STILLWATER, OK
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WI
WESTSIDE INVESTMENT MANAGEMENT, LLC
WESTSIDE INVESTMENT MANAGEMENT | WESTSIDE INVESTMENT MANAGEMENT, LLC | WESTSIDE INVESTMENT MANAGEMENT, INC.
CRD#: 154522 / SEC#: 801-71762
RIA
Registered Investment Advisory firm - (8/30/2010 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/20/2021)
IAR
California(1/22/2016)
RR
Florida(6/11/2025)
RR
Idaho(12/19/2022)
RR
Louisiana(8/2/2023)
RR
Missouri(9/21/2018)
RR
New Mexico(11/3/2017)
RR
Oklahoma(10/10/2012)
IAR
Oklahoma(10/15/2012)
RR
Texas(10/10/2012)
IAR
Texas(10/15/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WI
WESTSIDE INVESTMENT MANAGEMENT, LLC
WESTSIDE INVESTMENT MANAGEMENT | WESTSIDE INVESTMENT MANAGEMENT, LLC | WESTSIDE INVESTMENT MANAGEMENT, INC.
CRD#: 154522 / SEC#: 801-71762
RIA
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Contact information
Main Address
2444 Wilshire Blvd Suite 303, Santa Monica, CA 90403
Mailing Address
Phone number
(310) 315-9400
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,339 |
| AUM (Assets Under Management) | $ 774,187,696 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WESTSIDE INVESTMENT MANAGEMENT, LLC
CRD#: 154522Oklahoma City, OK 73120TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
