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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)31 years in industry

CURTIS DUANE STOLTZFUS

Advisor at SILVER OAK SECURITIES, INC.

Allentown, PA

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Search this name across graphsid dfx:ria:f6f2be6a-80e8-b634-fb5f-71e46e4cbd7e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 16, 2002 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: May 4, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: May 4, 1995
First registration: Aug 16, 2002
Dual registered: yes, broker-dealer
Other names: CURT STOLTZFUS
IAPD individual key: 2602478

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SILVER OAK SECURITIES, INC.	Bd affiliated wealth	Mar 1, 2023	n/a	yes	Allentown, PA	Current employment
FAITHWARD CAPITAL	Asset manager	Nov 27, 2019	Mar 9, 2023	no	LANCASTER, PA	Previous registration
FAITHWARD ADVISORS, LLC	Independent wealth	Jan 4, 2007	Aug 31, 2020	no	LANCASTER, PA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Aug 16, 2002	Sep 20, 2011	no	LANCASTER, PA\|LANCASTER, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FAITHWARD CAPITAL	SILVER OAK SECURITIES, INC.	Mar 9, 2023	Mar 1, 2023	-8	Firm change	Other
FAITHWARD ADVISORS, LLC	FAITHWARD CAPITAL	Aug 31, 2020	Nov 27, 2019	-278	Firm change after gap	RIA to new firm
EQUITABLE ADVISORS, LLC	FAITHWARD ADVISORS, LLC	Sep 20, 2011	Jan 4, 2007	-1,720	Firm change after gap	Other

Relationships

Registered with (4)

→ SILVER OAK SECURITIES, INC.Registered adviserregistration: current employment
Mar 1, 2023 to presentfactForm ADV
→ FAITHWARD CAPITALRegistered adviserregistration: previous registration
Nov 27, 2019 to Mar 9, 2023factForm ADV
→ FAITHWARD ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 4, 2007 to Aug 31, 2020factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 16, 2002 to Sep 20, 2011factForm ADV

Dated events

Occurred
Mar 9, 2023
Advisor changed firm
Curtis Duane Stoltzfus left Faithward Capital for Silver Oak Securities, Inc. (registered 2023-03-01)
Form ADVobserved 6 days ago