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403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2021-10-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portfolio Resources Group, Inc. | Miami | FL | 01/2008 | 10/2021 |
| Silver Oak Securities, Inc. | Shelbyville | KY | 10/2021 | Present |
1) CHANCERY FINANCIAL ADVISORS, ACCREDITED FINANCIAL FIDUCIARY, SMALL BUSINESS CONSULTING CONSTRUCTING FINANCIAL MODELS AND PROVIDING STRATEGIC AND OPERATIONAL ADVICE. 2) Cogswell & Company,Is Not Investment Related,,Promotional products,PT employee,2019-04-22,2 hours per month,0 hours per month during trading hours,No Compensation Compensation,Administrative. 3) Chancery Financial Advisors,Is Not Investment Related,,Insurance / life / fixed,Agent,2012-02-01,10 hours per month,0 hours per month during trading hours,Commission Compensation,"I use Asset Marketing Systems in San Diego, CA for my IMO." 4) Gaudium LLC,Is Not Investment Related,,Sells hats and shirts,Minority owner,2008-06-01,0 hours per month,0 hours per month during trading hours,Commission Compensation,I own less than 2% of this company and get a K1 each year; its never been positive and not more than $1k.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-18 |
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