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403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-03-31 |
| TX | RA | APPROVED | 2023-03-31 |
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 |
|---|---|---|---|---|
| Ambassador Advisors, Llc | Lancaster | PA | 01/2007 | 03/2023 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 10/2011 | 03/2023 |
| Silver Oak Securities | Jackson | TN | 03/2023 | Present |
1) Ryan Middleton,Investment Related, 4599 Airy View Drive, Columbia, PA 17512,Fixed Insurance,Financial Advisor,2023-03-21,1 hours per month,0 hours per month during trading hours,Commission Compensation,Various fixed insurance business 2) Motive Financial Services,Is Investment Related,"1853 William Penn Way, Suite 8, Lancaster, PA, 17601, United States",Financial Services,President/Owner,3/1/2025,100 hours per month,5 hours per month during trading hours,Commission Compensation,Offering financial services to individuals and small businesses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-12 |
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