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Silver Oak Securities, Incorporated CRD 46947
$2.45B regulatory AUM 42 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-03-23 |
| NJ | RA | APPROVED | 2022-03-22 |
| TX | RA | APPROVED | 2022-03-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anita M Sopenoff Insurance | Voorhess | NJ | 06/2004 | Present |
| American General Securities Incorporated | Voorhees | NJ | 01/2007 | 05/2019 |
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 05/2019 |
| Securities America, Inc. | Voorhees | NJ | 05/2019 | 03/2022 |
| Securities America Advisors, Inc. | Voorhees | NJ | 05/2019 | 03/2022 |
| Silver Oak Securities, Inc. | Voorhees | NJ | 03/2022 | Present |
1) AMS Financial Group,Is Investment Related,"11 Fox Hollow Road, , Voorhees, NJ, 08043, United States",Insurance,Financial Advisor,1/1/2016,16 hours per month,8 hours per month during trading hours,Commission Compensation,I sell life insurance and log term care insurance. 2) Philadelphia Securities Association,Is Not Investment Related,"2929 Arch Street, , Philadelphia, PA, 19104, United States",Professional development,Member,9/26/2023,2 hours per month,2 hours per month during trading hours,No Compensation Compensation,"Investment professionals come together to exchange insights, connect with corporate leadership and uphold industry ethics"
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-20 |
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