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Advisor at SILVER OAK SECURITIES, INC.
JACKSON, TN
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 | May 19, 2026 | n/a | yes | JACKSON, TN | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Aug 21, 2025 | Oct 6, 2025 | no | JACKSON, TN | Previous registration |
| FIRST HORIZON ADVISORS, INC | Former SEC adviser | Jun 26, 2025 | Aug 21, 2025 | no | JACKSON, TN | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Mar 7, 2024 | Apr 17, 2025 | no | DECATUR, AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | SILVER OAK SECURITIES, INC. | Oct 6, 2025 | May 19, 2026 | 225 | Firm change | Ibd to ibd |
| FIRST HORIZON ADVISORS, INC | LPL FINANCIAL LLC | Aug 21, 2025 | Aug 21, 2025 | 0 | Bulk transfer | RIA to ibd |
| RAYMOND JAMES & ASSOCIATES, INC. | FIRST HORIZON ADVISORS, INC | Apr 17, 2025 | Jun 26, 2025 | 70 | Firm change | Ibd to RIA |