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Advisor at SILVER OAK SECURITIES, INC.
Louisville, 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 | Feb 11, 2026 | n/a | yes | Louisville, KY | Current employment |
| RETIREMENT PLANNING SOLUTIONS, LLC | Independent wealth | Mar 1, 2021 | Jul 1, 2026 | no | LOUISVILLE, KY|Louisville, KY | Previous registration |
| MAGNATE ADVISORY SERVICES, LLC | Independent wealth | Mar 26, 2020 | Apr 29, 2021 | no | LOUISVILLE, KY | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 23, 2009 | Oct 30, 2017 | no | LOUISVILLE, KY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RETIREMENT PLANNING SOLUTIONS, LLC | SILVER OAK SECURITIES, INC. | Jul 1, 2026 | Feb 11, 2026 | -140 | Firm change after gap | RIA to ibd |
| MAGNATE ADVISORY SERVICES, LLC | RETIREMENT PLANNING SOLUTIONS, LLC | Apr 29, 2021 | Mar 1, 2021 | -59 | Firm change after gap | RIA to new firm |
| LPL FINANCIAL LLC | MAGNATE ADVISORY SERVICES, LLC | Oct 30, 2017 | Mar 26, 2020 | 878 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283056:311575:KY:2021-04-29 | Apr 29, 2021 | Mar 1, 2021 | LOUISVILLE, KY | Firm change after gap |