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403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-26 |
| OH | RA | APPROVED | 2022-08-31 |
Branch Locations
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 |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-28 |
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