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403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-02-01 |
| TX | RA | APPROVED | 2022-04-28 |
| OH | RA | APPROVED | 2021-11-08 |
Branch Locations
244 Paddock Court Suite B, Delaware, OH 43015 • United States
244 Paddock Court Suite A, Delaware, OH 43015 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Dublin | OH | 08/2002 | 11/2021 |
| Wealth Coach Financial Services, Llc | Dublin | OH | 08/2002 | Present |
| Securities America Advisors, Inc. | Dublin | OH | 09/2002 | 11/2021 |
| Silver Oak Securities, Inc. | Dublin | OH | 11/2021 | Present |
1) MIKE SULLIVAN - INSURANCE POSITION: Insurance Agent NATURE: WEALTH COACH FINANCIAL SERVICES - INSURANCE SALES - AGENT/PRESIDENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2002 ADDRESS: 41 West Bridge Street, Suite D, Dublin OH 43017 DESCRIPTION: I place an occasional term policy or fixed annuity. 2) "F3 Advisors, LLC",Is Investment Related,"41 West Bridge Street, Suite B, Dublin, OH, 43017, United States",Marketing Overlay,Member,2022-05-31,15 hours per month,0 hours per month during trading hours,Other Compensation,Joint Marketing Effort with other Advisor 3) "Seaside Golden Rule, LLC",Is Not Investment Related,"97 Long Beach, , Rockport, MA, 01966, United States",Real Estate rental,Member,3/1/2025,3 hours per month,0 hours per month during trading hours,Other Compensation,"Beach cottage, will be rented."
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-09-03 |
| S65 | Uniform Investment Adviser Law Examination | 2002-01-02 |
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