DR
Damien D. Rennie
SKYOAK CAPITAL
Medford, OR 97504
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CRD#: 6452558
DR
Professional summary
Damien Dukes Rennie is a registered financial advisor currently at SKYOAK CAPITAL, INC. located in Medford, Oregon.
Damien is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Damien has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. GAMBLE-FOR-GOOD: NON PROFIT WORKING WITH CHARITIES TO PROVIDE A FUN AND EXCITING VENUE TO DONORS. STARTED 1/2015. FOUNDER AND OWNER. TIME ALLOTTED 10 HOURS PER MONTH. 2.FAMILY NURTURING CENTER;NON-PROFIT;HELPING UNDER PRIVLEDGED FAMILIES;BOARD MEMBER-TREASURER;6/2015;5 HOUR PER MONTH 3. SKYOAK ASSET PROTECTION GROUP,INSURANCE AGENCY; LICENSED INSURANCE AGENT; 11/2015 10 HOURS MONTH;229 N BARTLETT ST MEDFORD, OR 97501 (4) MEDFORD POKER CLUB; LLC; 3502 EXCEL DRIVE, SUITE 103, MEDFORD, OR 97504; MEMBERSHIP/SOCIAL CLUB; 100% OWNER, WILL SPEND APPROX 40 HOURS PER MONTH TRAINING DEALERS AND PROVIDING GUIDANCE TO THE ROOM; ANTICIPATED DURATION IS INDEFINITE
CRS (Client Relationship Summary) - RIA
Click below to view Damien Dukes Rennie'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
July 2, 2020 - Present
SKYOAK CAPITAL, INC.
Office #1: 920 Town Centre Drive, Medford, OR 97504RIA
CRD#: 154248
Medford, OR
Past
April 15, 2019 - July 1, 2020
SKYOAK WEALTH
RIA
CRD#: 299564
Medford, OR
Past
February 22, 2019 - February 27, 2019
SKYOAK WEALTH
RIA
CRD#: 299564
Medford, OR
Past
April 15, 2015 - March 29, 2019
SKYOAK CAPITAL, INC.
RIA
CRD#: 154248
LAS VEGAS, NV
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".
SC
SKYOAK CAPITAL, INC.
OAK TREE ASSET MANAGEMENT | SKYOAK WEALTH MANAGEMENT, INC. | SKYOAK WEALTH MANAGEMENT | SKYOAK WEALTH | SKYOAK FINANCIAL | SKYOAK CAPITAL, INC. | SKYOAK ADVISORS | SKYOAK | OAK TREE ASSET MANAGEMENT, INC.
CRD#: 154248 / SEC#: 801-118745
RIA
Registered Investment Advisory firm - (5/15/2020 Approved)California
Registered Investment Advisory firm - (7/10/2015 Terminated)Texas
Registered Investment Advisory firm - (6/10/2015 Terminated)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.Highlighted states indicate IAR registrations
IAR
California(7/2/2020)
IAR
Nevada(7/15/2020)
IAR
Oregon(7/6/2020)
Current Firm
SC
SKYOAK CAPITAL, INC.
OAK TREE ASSET MANAGEMENT | SKYOAK WEALTH MANAGEMENT, INC. | SKYOAK WEALTH MANAGEMENT | SKYOAK WEALTH | SKYOAK FINANCIAL | SKYOAK CAPITAL, INC. | SKYOAK ADVISORS | SKYOAK | OAK TREE ASSET MANAGEMENT, INC.
CRD#: 154248 / SEC#: 801-118745
RIA
Registered Investment Advisory firm - (5/15/2020 Approved)California
Registered Investment Advisory firm - (7/10/2015 Terminated)Texas
Registered Investment Advisory firm - (6/10/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6671 Las Vegas Blvd S Suite 210, Las Vegas, NV 89119
Mailing Address
6671 Las Vegas Blvd S Suite 210, Las Vegas, NV 89119
Phone number
(800) 971-8070
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 669 |
| AUM (Assets Under Management) | $ 196,298,536 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SKYOAK CAPITAL, INC.
CRD#: 154248Medford, OR 97504TRUST BUT VERIFY
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