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Advisor at SILVER OAK SECURITIES, INC.
Lancaster, PA
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 4, 2023 | n/a | yes | Lancaster, PA | Current employment |
| FAITHWARD ADVISORS, LLC | Independent wealth | Nov 6, 2013 | May 10, 2023 | no | LANCASTER, PA | Previous registration |
| QUESTAR ASSET MANAGEMENT, INC. | Former SEC adviser | Nov 15, 2011 | Nov 11, 2013 | no | MINNEAPOLIS, MN | Previous registration |
| WOODBURY FINANCIAL SERVICES, INC. | Former SEC adviser | Apr 19, 2006 | Nov 17, 2011 | no | MOUNTVILLE, PA|COLUMBIA, PA | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Aug 19, 2002 | May 20, 2003 | no | LANCASTER, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FAITHWARD ADVISORS, LLC | SILVER OAK SECURITIES, INC. | May 10, 2023 | May 4, 2023 | -6 | Firm change | RIA to ibd |
| QUESTAR ASSET MANAGEMENT, INC. | FAITHWARD ADVISORS, LLC | Nov 11, 2013 | Nov 6, 2013 | -5 | Firm change | Other |
| WOODBURY FINANCIAL SERVICES, INC. | QUESTAR ASSET MANAGEMENT, INC. | Nov 17, 2011 | Nov 15, 2011 | -2 | Firm change | Other |
| EQUITABLE ADVISORS, LLC | WOODBURY FINANCIAL SERVICES, INC. | May 20, 2003 | Apr 19, 2006 | 1,065 | Firm change after gap | Other |