DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at SILVER OAK SECURITIES, INC.
Cincinnati, OH | Florence, KY
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 | Apr 7, 2015 | n/a | yes | Florence, KY|Cincinnati, OH | Current employment |
| CREATIVE FINANCIAL DESIGNS, INC. | Bd affiliated wealth | Feb 23, 2004 | Apr 7, 2015 | no | FLORENCE, KY|KOKOMO, IN|CINCINNATI, OH | Previous registration |
| USA FINANCIAL SECURITIES LLC | Independent wealth | May 21, 2003 | Feb 19, 2004 | no | FLORENCE, KY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS, INC. | SILVER OAK SECURITIES, INC. | Apr 7, 2015 | Apr 7, 2015 | 0 | Firm change | Other |
| USA FINANCIAL SECURITIES LLC | CREATIVE FINANCIAL DESIGNS, INC. | Feb 19, 2004 | Feb 23, 2004 | 4 | Firm change | Other |