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DON BRADLEY GILL III
CRD#: 6213086
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Investment Adviser
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Previous Broker
SKYOAK WEALTHCRD#: 299564 28411 NORTHWESTERN HWY
Suite 760
SOUTHFIELD, MI 48034
Registration History
201620172018201920202021202220232024202520262 FIRMS2016 - 2017 (1 year)IASKYOAK WEALTH (CRD# 299564)2019 - Present (6 years)IABKS ADVISORS, LLC (CRD# 109065)2017 - 2019 (2 years)
License(s)

State Registrations

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Michigan 2/22/2019

Current Registration(s)
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SKYOAK WEALTH (CRD#:299564)
28411 NORTHWESTERN HWY Suite 760, SOUTHFIELD, MI 48034
Registered with this firm since 2/22/2019

Previous Registration(s)
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12/01/2017 - 12/02/2019 BKS ADVISORS, LLC (CRD#:109065) SOUTHFIELD, MI
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06/27/2016 - 10/05/2017 MORGAN STANLEY (CRD#:149777) GRAND RAPIDS, MI
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05/26/2016 - 10/05/2017 MORGAN STANLEY (CRD#:149777) GRAND RAPIDS, MI
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.