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403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-05-04 |
Branch Locations
1853 William Penn Way Suite 8, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ghz, Inc. | Columbia | PA | 09/2001 | 03/2023 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 11/2013 | 05/2023 |
| Ambassador Advisors, Llc | Lancaster | PA | 11/2013 | 05/2023 |
| Silver Oak Securities, Inc. | Jackson | TN | 05/2023 | Present |
1). Independent Insurance Agent - Fixed Insurance - Investment Related? NO - Start Date: Various - Fixed Insurance sales and service, 0% Ownership - Hours Devoted per Month: 10-15 - Hours Devoted per Month during Market hours: 10-15 2). Willow Valley Memory Care Committee- Memory Care Support- Not Investment related- start date 2022- Exec Committee member- zero compensation- 1-2 hours mo. zero during market hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-14 |
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