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Advisor at SILVER OAK SECURITIES, INC.
Columbus, MS
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SILVER OAK SECURITIES, INC. | Bd affiliated wealth | Jun 14, 2022 | n/a | yes | Columbus, MS | Current employment |
| SILVER OAK SECURITIES, INC. | Bd affiliated wealth | May 27, 2020 | Oct 1, 2021 | no | Columbus, MS|JACKSON, TN|Columbus, MS | Previous registration |
| ADDICUS ADVISORY, LLC | Independent wealth | Dec 6, 2016 | Sep 22, 2017 | no | TUPELO, MS | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 8, 2009 | Mar 30, 2016 | no | COLUMBUS, MS | Previous registration |
| MUTUAL SERVICE CORPORATION | n/a | Aug 20, 2007 | Sep 8, 2009 | no | COLUMBUS, MS|COLUMBUS, MS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADDICUS ADVISORY, LLC | SILVER OAK SECURITIES, INC. | Sep 22, 2017 | May 27, 2020 | 978 | Firm change after gap | RIA to ibd |
| LPL FINANCIAL LLC | ADDICUS ADVISORY, LLC | Mar 30, 2016 | Dec 6, 2016 | 251 | Firm change | Other |
| MUTUAL SERVICE CORPORATION | LPL FINANCIAL LLC | Sep 8, 2009 | Sep 8, 2009 | 0 | Bulk transfer | Other |