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.

Current firm

SILVER OAK SECURITIES, INC.

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2015earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Nov 6, 2018

First registration

May 15, 2019

Dual registered

yes, broker-dealer

Other names

Joseph L Leon|Joseph Louis Leon|Joey Leon

IAPD individual key

6851461

• Occurred

  Mar 9, 2023
  Advisor changed firm

  Joseph L Leon left Faithward Advisors, Llc for Silver Oak Securities, Inc. (registered 2023-03-07)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e500e276-31ec-3e33-c8b6-431bd2cd04e9

First observed

May 15, 2019

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.