DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Silver Oak Securities, Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Dwight W. KimberHarbour Investments, Inc. otherSilver Oak Securities, Inc. otherOtherDec 3, 2009Aug 28, 2012 (999 d)
Douglas William MillerWestport Capital Markets, LLC otherSilver Oak Securities, Inc. otherOtherOct 5, 2009Oct 5, 2009
Paul Woodson AbeleGreat American Advisors, Inc. otherSilver Oak Securities, Inc. otherOtherSep 22, 2009Oct 6, 2009
Martin Lawrence HearnSsn Advisory, Inc. otherSilver Oak Securities, Inc. otherOtherMar 19, 2009Nov 24, 2009 (250 d)
Ed Tiencken McmanusQuestar Asset Management, Inc. otherSilver Oak Securities, Inc. otherOtherJul 7, 2008Jul 2, 2008
Jamison Carl Edward BowmanSagepoint Financial, Inc. otherSilver Oak Securities, Inc. otherOtherNov 27, 2007Aug 8, 2008 (255 d)
Charles Franklin GraySagepoint Financial, Inc. otherSilver Oak Securities, Inc. otherOtherNov 20, 2007Mar 3, 2008 (104 d)
Jeremy Charles TimsNational Planning Corporation ("Npc Of America" In Fl & Ny) otherSilver Oak Securities, Inc. BD affiliatedOtherOct 24, 2007May 16, 2019 (4222 d)
Eric Field HogarthMsi Financial Services, Inc. otherSilver Oak Securities, Inc. otherOtherJan 18, 2007Nov 19, 2012 (2132 d)
John E BankoStonebridge Financial Solutions, Inc state registeredSilver Oak Securities, Inc. otherOtherDec 4, 2006Nov 19, 2007 (350 d)
Joel Mark JohnsonVoya Financial Advisors, Inc. otherSilver Oak Securities, Inc. otherOtherNov 14, 2006Nov 8, 2007 (359 d)
Todd Franklin GregoryAmeritas Advisory Services otherSilver Oak Securities, Inc. otherOtherApr 16, 2003Jul 16, 2007 (1552 d)
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132 moves match.