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403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-08-09 |
| TX | RA | APPROVED_RES | 2023-08-09 |
Branch Locations
9729 Cogdill Rd. Ste. 104, Knoxville, TN 37932 • United States
288 Main St Unit 11, Bailey, CO 80421 • United States
5881 N. Academy Blvd, Colorado Springs, CO 80918 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Management And Research, Inc | Lakewood | CO | 06/2001 | 08/2023 |
| Silver Oak Securities | Jackson | TN | 08/2023 | Present |
1). Jordec USA LLP,Is Not Investment Related,,Property and Casualty Insurance,Partner,2021-05-17,10 hours per month,0 hours per month during trading hours,Commission Compensation,Partner In JORDEC USA LLP that sells property and casualty insurance in the state of CO 2). Creative One,Is Not Investment Related,,life and annuity,solicitor,2020-04-01,5 hours per month,0 hours per month during trading hours,Commission Compensation,life insurance and annuity sales 3) Johnson Financial Services Inc,Is Not Investment Related,"10526 W Alameda Ave, , Lakewood, CO, 80226, United States",Finacial,Owner,7/3/2021,10 hours per month,0 hours per month during trading hours,Salary Compensation,This is an S corporation for the purposes of taxes only. Johnson Financial Services own's JORDEC LLP that all of my insurance and Financial business runs through.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-05 |
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