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Current Employers
Silver Oak Securities, Incorporated

403 N. Parkway Ste. 101, Jackson, TN 38305 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-12-21
UT RA APPROVED 2023-11-03
  • TX RA
    APPROVED_RES
    Since 2023-12-21
  • UT RA
    APPROVED
    Since 2023-11-03

Branch Locations

2150 S. 1300 E. Suite 500, Salt Lake City, UT 84106 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Salt Lake City UT 06/2011 11/2017
Morgan Stanley Private Bank, National Association New York NY 01/2015 11/2017
E.K. Riley Investments, Llc Seattle WA 11/2017 10/2019
Securities Service Network Salt Lake City UT 10/2019 09/2020
Securities America, Inc. Salt Lake City UT 09/2020 11/2023
Securities America Advisors, Inc. Salt Lake City UT 09/2020 11/2023
Silver Oak Securities Jackson TN 11/2023 Present
  • 06/2011 → 11/2017
    Morgan Stanley Smith Barney
    Salt Lake City, UT
  • 01/2015 → 11/2017
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 11/2017 → 10/2019
    E.K. Riley Investments, Llc
    Seattle, WA
  • 10/2019 → 09/2020
    Securities Service Network
    Salt Lake City, UT
  • 09/2020 → 11/2023
    Securities America, Inc.
    Salt Lake City, UT
  • 09/2020 → 11/2023
    Securities America Advisors, Inc.
    Salt Lake City, UT
  • 11/2023 → Present
    Silver Oak Securities
    Jackson, TN
Previous Registrations
  • 2020-09-18 → 2023-11-09
    Securities America Advisors, Inc.
    Salt Lake City, UT
    Salt Lake City, UT
  • 2019-10-10 → 2020-09-18
    Ssn Advisory, Inc.
    Salt Lake City, UT
  • 2017-11-02 → 2019-10-10
    Ek Riley Investments, Llc
    Seattle, WA
    Salt Lake City, UT
    Seattle, WA
  • 2011-09-14 → 2017-11-06
    Salt Lake City, UT
    Salt Lake City, UT
Other Businesses

TruNorth Investment Management,Is Investment Related,"2150 South 1300 East, Suite 500, Salt Lake City, UT, 81406, United States",DBA & Insurance Sales,Owner,2017-11-01,160 hours per month,120 hours per month during trading hours,Commission Compensation,DBA for independent financial advisory practice and offer sales of insurance and fixed annuity products via Highland Capital Brokerage (FMO) Sock Monkeys LLC,Is Not Investment Related, 3002 Windsor Lane, Bountiful, UT 84010,LLC for real estate holdings,owner,2015-04-15,1 hours per month,0 hours per month during trading hours,No Compensation Compensation,"Own vacant lot in Park City, Utah"

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-13
S63 Uniform Securities Agent State Law Examination 1990-01-12
  • S66 Uniform Combined State Law Examination
    2011-09-13
  • S63 Uniform Securities Agent State Law Examination
    1990-01-12
Other Names
  • Sharon Elaine Manookin
  • Sharon Stout
  • Sharon Elaine Stout
  • Sharon Stout Melville
  • Sharon Elaine Melville
  • Sharon Melville

View on SEC IAPD

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