Timothy Rasta Sykes
Investment adviser representative at Oak Root LLC
24 yearsExperience
2 statesRegistered in
$920MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Oak Root LLCDec 2023 to now
- Hawaii LifeAug 2017 to now
- Tkh ConstructionAug 2023 to Dec 2023
- Novation Ventures/dba Probate CashJun 2018 to Jun 2023
- Inheritance Funding Company Inc.Sep 2002 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, HI).
Oak Root LLC
$920MAssets managed
18Clients
2Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3171037
- Firm CRD
- 246788