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Current Employers
Silver Oak Securities, Incorporated

403 N. Parkway Ste. 101, Jackson, TN 38305 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-26
OH RA APPROVED 2022-08-31
  • TX RA
    APPROVED_RES
    Since 2026-01-26
  • OH RA
    APPROVED
    Since 2022-08-31

Branch Locations

7021 Corporate Way, Centerville, OH 45459 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Dayton OH 09/2005 09/2020
Invest Capital Partners Springboro OH 11/2020 08/2022
Silver Oak Securities Centerville OH 08/2022 Present
  • 09/2005 → 09/2020
    Ameriprise Financial Services, Inc.
    Dayton, OH
  • 11/2020 → 08/2022
    Springboro, OH
  • 08/2022 → Present
    Silver Oak Securities
    Centerville, OH
Previous Registrations
Other Businesses

1). Crump,Is Investment Related,,Fixed Insurance and Annuities,Agent,2020-11-01,7 hours per month,0 hours per month during trading hours,Commission Compensation,I am appointed through Crump to act as insurance agent and am licensed with multiple insurance companies. 2). Miami Valley Military Affairs Assn.,Is Not Investment Related,,Civic - Connecting military to local community,Vice President,2018-01-01,3 hours per month,0 hours per month during trading hours,No Compensation Compensation,"I am the VP of the Executive Committee within the overall MVMAA organization. For 2023, I will be the President Elect and then President in 2024." 3). Creech Wealth Management,Is Investment Related,,DBA,President,2022-08-31,50 hours per month,20 hours per month during trading hours,Fee Based Compensation,Creech Wealth Management is my DBA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-10-28
  • S66 Uniform Combined State Law Examination
    2004-10-28
Designations
Other Names
  • James Brandon Creech

View on SEC IAPD

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