DFX Intelligence
Advisors
Advisors registered through Silver Oak Securities, Inc.
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
108 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Andrew Robert Wallace Certified Financial Planner · dual registrant | Silver Oak Securities, Inc. BD affiliated | Sevierville, Tn | Jan 17, 2020 | 25 y | 2 | 2 |
| Bryce M Wandell dual registrant | Silver Oak Securities, Inc. BD affiliated | Lancaster, Pa | Mar 22, 2023 | 10 y | 1 | 1 |
| Scott Brooks Wicker dual registrant | Silver Oak Securities, Inc. BD affiliated | Louisville, Ky | Aug 27, 2019 | 38 y | 1 | 2 |
| J•• R•••••• W•••••••• dual registrant | S••••• O•• S••••••••• I••• BD affiliated | Greenwood, In | Sep 22, 2022 | 41 y | 4 | 1 |
| R••••• M•••• Y•••• dual registrant | S••••• O•• S••••••••• I••• BD affiliated | Jackson, Tn | May 19, 2026 | 11 y | 3 | 1 |
| Z•••••• A•••• Z••••••••• Certified Financial Planner · dual registrant | S••••• O•• S••••••••• I••• BD affiliated | Hendersonville, Tn | May 11, 2021 | 28 y | 4 | 1 |
| G••••• H•••••• Z••• dual registrant | S••••• O•• S••••••••• I••• BD affiliated | Lancaster, Pa | May 4, 2023 | 25 y | 4 | 1 |
| S••••• Z•••••• dual registrant | S••••• O•• S••••••••• I••• BD affiliated | West Des Moines, Ia | Sep 29, 2023 | 12 y | 2 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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