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5101 Wheelis Road Suite 112, Memphis, TN 38117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-06 |
| TX | RA | APPROVED | 2024-05-08 |
Branch Locations
5101 Wheelis Road Suite 112, Memphis, TN 38117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brandon Investments, Inc | Memphis | TN | 05/1998 | 11/2023 |
| Brandon Financial Planning, Inc. | Memphis | TN | 05/1998 | Present |
| Silver Oak Securities, Inc. | Jackson | TN | 11/2023 | Present |
Brandon Financial Planning,Is Investment Related,5101 Wheelis Dr, Suite 112, Memphis, TN 38117,Independent RIA,IAR,2006-08-25,160 hours per month,120 hours per month during trading hours,Fee Based Compensation,IAR of an independent RIA offering advisory services and account management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-26 |
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