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Current Employers
Silver Oak Securities, Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-01-14
  • IL RA
    APPROVED
    Since 2025-01-14

Branch Locations

1000 Skokie Blvd Ste 450, Wilmette, IL 60091 • 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
Cetera Advisors Llc Denver CO 01/2013 12/2024
Bright Futures Wealth Management Wilmette IL 04/2017 12/2024
Bright Futures Wealth Management, Llc Wilmette IL 01/2020 12/2024
Lifetime Financial Group Wilmette IL 07/2006 Present
Cetera Investment Advisers Llc Schaumburg IL 03/2024 12/2024
Silver Oak Securities Inc Jackson TN 01/2025 Present
  • 01/2013 → 12/2024
    Cetera Advisors Llc
    Denver, CO
  • 04/2017 → 12/2024
    Bright Futures Wealth Management
    Wilmette, IL
  • 01/2020 → 12/2024
    Wilmette, IL
  • 07/2006 → Present
    Lifetime Financial Group
    Wilmette, IL
  • 03/2024 → 12/2024
    Schaumburg, IL
  • 01/2025 → Present
    Silver Oak Securities Inc
    Jackson, TN
Previous Registrations
  • 2024-03-21 → 2025-01-13
    Wilmette, IL
  • 2020-05-15 → 2025-01-07
    Webster, NY
    Wilmette, IL
  • 2006-08-17 → 2024-03-21
    Cetera Advisors Llc
    Atlanta, GA
    Wilmette, IL
  • 2005-12-14 → 2006-05-31
    Bmo Harris Financial Advisors, Inc.
    Palatine, IL
    Palatine, IL
    Wheeling, IL
    Buffalo Grove, IL
  • 2004-12-17 → 2005-12-31
    Harrisdirect Llc
    Palatine, IL
  • 2001-09-12 → 2003-01-22
    Northbrook, IL
Other Businesses

Lifetime Financial Group, Is Investment Related,"1000 Skokie Blvd. S/450, , Wilmette, IL, 60091, United States" ,Investment Advisory, Financial Advisor,6/1/2006,160 hours per month,24 hours per month during trading hours, Salary Compensation, "Manage portfolios, financial planning, product research and analysis, trading and clients meeting."

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-08-08
  • S66 Uniform Combined State Law Examination
    2001-08-08

View on SEC IAPD

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