Roger Denha has been an investment adviser representative at SkyOak Wealth since September 2025, and is not listed among the firm’s executive officers or direct owners.
Skyoak Wealth LLC is a Southfield, MI firm with $693M under management, 450 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Roger Denha’s longest registration was 8 years at BKS Advisors, LLC (2010–2018). Before joining SkyOak Wealth in 2025, Roger Denha was registered through BKS Advisors, LLC.
- BKS Advisors, LLC– · 8 yearsSouthfield, MI · Adviser representative · Firm CRD 109065
Investment adviser representative registrations
Roger Denha is registered as an investment adviser representative in 2 states. The first approvals date from September 2025; the most recent is Florida, in February 2026.
- FloridaSince 25 February 2026
- MichiganSince 24 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 September 2025 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 14 June 1994 |
| Series 7 | General Securities Representative Examination | 6 June 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Roger Thomas Denha
- CRD
- 2468173
- Firm
- SkyOak Wealth · CRD 299564
- Office
- Naples, FL
- Registration
- Investment adviser registration
- In the industry since
- July 2001
- Disciplinary history
- Not yet shown here · SEC record
Where does Roger Denha work?
Roger Denha is an investment adviser representative registered through Skyoak Wealth LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Roger Denha a financial advisor?
Yes. Roger Denha has a current investment-adviser registration in Florida and Michigan, through SkyOak Wealth since September 2025.
How many years of experience does Roger Denha have?
Roger Denha has 25 years in the financial industry, since July 2001, across 2 adviser firms.
What exams has Roger Denha passed?
Roger Denha has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in June 1994. FINRA credited Roger Denha with the SIE, which began in October 2018.
Where did Roger Denha work before SkyOak Wealth?
Before SkyOak Wealth, Roger Denha was registered through BKS Advisors, LLC, June 2010 to August 2018.
Where is Roger Denha based?
Roger Denha’s registered office is in Naples, FL.
Is Roger Denha registered with FINRA?
No. Roger Denha has no current broker registration.
How can I verify Roger Denha’s record?
Search CRD 2468173 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Roger Denha’s full registration record.
- Ann ZemannChief Compliance Officer
Kenneth BrandtManaging Partner
Jeremy BrandtManaging Partner
Craig SimmonsManaging Partner