DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Homer Andrew Farr

Silver Oak Securities, Inc.BD affiliatedGreenville, Scdual registrantIAPD 2205140

Feed of 09/14/2026

Also filed as Andy Farr

At current firm

3 y

since Mar 31, 2023

In the industry

34 y

since Jan 15, 1992 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Silver Oak Securities, Inc. BD affiliated current
since Mar 31, 2023 · Greenville, Sc
Osaic Fs, Inc. former
Jan 3, 2017 to Apr 4, 2023 · Simpsonville, Sc
Truist Advisory Services, Inc. BD affiliated
Aug 17, 2016 to Jan 6, 2017 · Greenville, Sc
Suntrust Investment Services, Inc. former
Jan 3, 2005 to Dec 31, 2016 · Greenville, Sc
Ncf Financial Services, Inc. unclassified
Aug 24, 2001 to Jan 3, 2005 · Mauldin, Sc

Moves

a registration end followed by a registration begin elsewhere

Osaic Fs, Inc. to Silver Oak Securities, Inc.
left Apr 4, 2023, registered Mar 31, 2023 (-4 days) · Affiliated broker-dealer or bank to another
Truist Advisory Services, Inc. to Osaic Fs, Inc.
left Jan 6, 2017, registered Jan 3, 2017 (-3 days) · Other
Suntrust Investment Services, Inc. to Truist Advisory Services, Inc.
left Dec 31, 2016, registered Aug 17, 2016 (-136 days) · corporate re-registration, not a move
Ncf Financial Services, Inc. to Suntrust Investment Services, Inc.
left Jan 3, 2005, registered Jan 3, 2005 (0 days) · corporate re-registration, not a move

Signals

Homer Andrew Farr left Osaic Fs, Inc. for Silver Oak Securities, Inc. (registered 2023-03-31)
Apr 4, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 34derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address