Alex Justin Holliman

Employer firm

Silver Oak Securities, Incorporated CRD 46947

$2.45B regulatory AUM 42 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 08/2017
  Addicus Advisory, Llc
  Tupelo, MS
• 07/2019 → Present
  Holliman Group Llc
  Columbus, MS
• 08/2017 → 07/2019
  Regional Enterprises Llc
  Flowood, MS
• 02/2020 → 10/2021
  Silver Oak Securities, Inc.
  Jackson, TN
• 06/2022 → Present
  Silver Oak Securities
  Columbus, MS

Previous Registrations

• 2020-05-27 → 2021-10-01
  Silver Oak Securities, Incorporated
  Columbus, MS
  Jackson, TN
  Columbus, MS
• 2016-12-06 → 2017-09-22
  Addicus Advisory, Llc
  Tupelo, MS
• 2009-09-08 → 2016-03-30
  Lpl Financial Llc
  Columbus, MS
• 2007-08-20 → 2009-09-08
  Mutual Service Corporation
  Columbus, MS
  Columbus, MS

Other Businesses

Employee of Holliman Group LLC, 2500 Military Road, Ste. 9, Columbus, MS 39705, July 2019 to present, insurance business; life insurance and long term care, not investment related, office manager and involved with accounting, scheduling and maintenance, spend 250 hours per month, spend 120 hours per month during trading hours. This business is not investment related. President of AJH Management LLC, 2500 Military Road, Ste 9 Columbus, MS 39704 April 2020 to present, sales and service related to Medicare Supplements and Fixed Life Insurance, spend 40 hours per month, 40 hours during trading hours. This business is not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-21
• S63 Uniform Securities Agent State Law Examination
  2020-02-04