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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

JONATHAN DEXTER POLSON

Advisor at SILVER OAK SECURITIES, INC.

Greenville, SC

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Jun 12, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SILVER OAK SECURITIES, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jun 1, 2007
First registration: Jun 12, 2007
Dual registered: yes, broker-dealer
IAPD individual key: 5280057

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SILVER OAK SECURITIES, INC.	Bd affiliated wealth	Jan 27, 2016	n/a	yes	Greenville, SC	Current employment
FINTRUST INVESTMENT ADVISORY SERVICES, LLC	Former SEC adviser	Jan 21, 2015	Jan 4, 2016	no	GREENVILLE, SC	Previous registration
SOUTHERN TRUST WEALTH MANAGEMENT	n/a	May 29, 2014	Dec 31, 2014	no	GREENVILLE, SC	Previous registration
ADVANTAGE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jan 31, 2014	Apr 22, 2014	no	GREENVILLE, SC	Previous registration
SOUTHERN TRUST WEALTH MANAGEMENT	n/a	Jul 3, 2013	Dec 17, 2013	no	GREENVILLE, SC	Previous registration
SEACREST WEALTH MANAGEMENT, LLC	Independent wealth	Jun 24, 2011	Apr 16, 2013	no	GREENVILLE, SC\|PURCHASE, NY	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Aug 4, 2009	May 19, 2011	no	FOREST CITY, NC\|GREENVILLE, SC	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Mar 19, 2008	Jul 21, 2009	no	CLEMSON, SC\|GREENVILLE, SC\|GREENVILLE, SC\|GREENVILLE, SC\|GREENVILLE, SC\|BELTON, SC\|CLEMSON, SC\|SENECA, SC\|SENECA, SC	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Jun 12, 2007	Feb 20, 2008	no	GREENVILLE, SC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FINTRUST INVESTMENT ADVISORY SERVICES, LLC	SILVER OAK SECURITIES, INC.	Jan 4, 2016	Jan 27, 2016	23	Firm change	Other
SOUTHERN TRUST WEALTH MANAGEMENT	FINTRUST INVESTMENT ADVISORY SERVICES, LLC	Dec 31, 2014	Jan 21, 2015	21	Firm change	Other
ADVANTAGE INVESTMENT MANAGEMENT, LLC	SOUTHERN TRUST WEALTH MANAGEMENT	Apr 22, 2014	May 29, 2014	37	Firm change	Other
SOUTHERN TRUST WEALTH MANAGEMENT	ADVANTAGE INVESTMENT MANAGEMENT, LLC	Dec 17, 2013	Jan 31, 2014	45	Firm change	Other
SEACREST WEALTH MANAGEMENT, LLC	SOUTHERN TRUST WEALTH MANAGEMENT	Apr 16, 2013	Jul 3, 2013	78	Firm change	Other
WELLS FARGO ADVISORS	SEACREST WEALTH MANAGEMENT, LLC	May 19, 2011	Jun 24, 2011	36	Firm change	Other
SUNTRUST INVESTMENT SERVICES, INC.	WELLS FARGO ADVISORS	Jul 21, 2009	Aug 4, 2009	14	Firm change	Other
MORGAN STANLEY & CO. LLC	SUNTRUST INVESTMENT SERVICES, INC.	Feb 20, 2008	Mar 19, 2008	28	Firm change	Other

Relationships

Registered with (8)

→ SILVER OAK SECURITIES, INC.Registered adviserregistration: current employment
Jan 27, 2016 to presentfactForm ADV
→ FINTRUST INVESTMENT ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Jan 21, 2015 to Jan 4, 2016factForm ADV
→ SOUTHERN TRUST WEALTH MANAGEMENTRegistered adviserregistration: previous registration
May 29, 2014 to Dec 31, 2014factForm ADV
→ ADVANTAGE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 31, 2014 to Apr 22, 2014factForm ADV
→ SEACREST WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 24, 2011 to Apr 16, 2013factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Aug 4, 2009 to May 19, 2011factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Mar 19, 2008 to Jul 21, 2009factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Jun 12, 2007 to Feb 20, 2008factForm ADV

Dated events

No dated event names this entity yet.