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

Preston Christian

Silver Oak Securities, Inc.BD affiliatedMadisonville, Ladual registrantIAPD 6146610

Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Preston Christian

At current firm

0 y

since Dec 1, 2025

In the industry

12 y

since Aug 14, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

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 Dec 1, 2025 · Madisonville, La
Ameriprise Financial Services, LLC national BD
Apr 25, 2025 to Jul 28, 2025 · Tulsa, Ok
Citizens Securities, Inc. BD affiliated
Jul 6, 2023 to Mar 27, 2025 · Exton, Pa
Woodbury Financial Services, Inc. former
Jul 12, 2018 to Jul 10, 2023 · Hammond, La
Hancock Whitney Investment Services Inc. independent RIA
Mar 15, 2018 to Jun 1, 2018 · New Orleans, La
Capital One Advisors, LLC former
Mar 22, 2016 to Mar 7, 2018 · New Orleans, La

Moves

a registration end followed by a registration begin elsewhere

Ameriprise Financial Services, LLC to Silver Oak Securities, Inc.
left Jul 28, 2025, registered Dec 1, 2025 (126 days) · Affiliated broker-dealer or bank to another
Citizens Securities, Inc. to Ameriprise Financial Services, LLC
left Mar 27, 2025, registered Apr 25, 2025 (29 days) · Affiliated broker-dealer or bank to another
Woodbury Financial Services, Inc. to Citizens Securities, Inc.
left Jul 10, 2023, registered Jul 6, 2023 (-4 days) · Affiliated broker-dealer or bank to another
Hancock Whitney Investment Services Inc. to Woodbury Financial Services, Inc.
left Jun 1, 2018, registered Jul 12, 2018 (41 days) · Affiliated broker-dealer or bank to another
Capital One Advisors, LLC to Hancock Whitney Investment Services Inc.
left Mar 7, 2018, registered Mar 15, 2018 (8 days) · Other

Signals

Preston Christian left Ameriprise Financial Services, Llc for Silver Oak Securities, Inc. (registered 2025-12-01)
Jul 28, 2025 · Advisor changed firm · fact
Preston Christian left Citizens Securities, Inc. for Ameriprise Financial Services, Llc (registered 2025-04-25)
Mar 27, 2025 · Advisor changed firm · fact
Preston Christian left Woodbury Financial Services, Inc. for Citizens Securities, Inc. (registered 2023-07-06)
Jul 10, 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: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address