Timothy L. Mcreynolds

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CRD#: 6940386

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Timothy Luke Mcreynolds was a registered financial professional .

Timothy is a previously registered financial professional and started their career in finance in 2018. Timothy had worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

July 7, 2020 - September 28, 2020

SKYOAK CAPITAL, INC.

RIA

CRD#: 154248

MEDFORD, OR

Past

February 22, 2019 - July 1, 2020

SKYOAK WEALTH

RIA

CRD#: 299564

Medford, OR

Past

May 14, 2018 - 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".

SKYOAK CAPITAL, 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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/14/2018

Uniform Investment Adviser Law Examination

Current Firm

SKYOAK CAPITAL, 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)

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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

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SKYOAK CAPITAL INC ADV PART 2A BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts	669
AUM (Assets Under Management)	$ 196,298,536

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Timothy L. Mcreynolds

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SKYOAK CAPITAL, INC.

SKYOAK WEALTH

SKYOAK CAPITAL, INC.

Primary Firm SEC Registration

SKYOAK CAPITAL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/14/2018

Current Firm

SKYOAK CAPITAL, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SKYOAK CAPITAL, INC.

TRUST BUT VERIFY

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