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Current Employers
Silver Oak Securities, Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-03-31
  • PA RA
    APPROVED
    Since 2023-03-31

Branch Locations

4431 N. Front Street Floor 3, Harrisburg, PA 17110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Enders Insurance Associates Harrisburg PA 05/2001 11/2023
American Portfolios Financial Services, Inc. Holbrook NY 08/2012 03/2023
Ambassador Advisors, Llc Lancaster PA 08/2013 03/2023
Silver Oak Securities Jackson TN 03/2023 Present
  • 05/2001 → 11/2023
    Enders Insurance Associates
    Harrisburg, PA
  • 08/2012 → 03/2023
    American Portfolios Financial Services, Inc.
    Holbrook, NY
  • 08/2013 → 03/2023
    Ambassador Advisors, Llc
    Lancaster, PA
  • 03/2023 → Present
    Silver Oak Securities
    Jackson, TN
Previous Registrations
Other Businesses

Beittel Consulting LLC,Is Not Investment Related,"125 Manor Street, , Harrisburg, PA, 17110, United States",Employee Benefits & Health Coverage Consulting,Owner,7/1/2024,10 hours per month,4 hours per month during trading hours,Hourly Compensation,"Provide advice on health benefit coverage options. Most often, this is for individuals who are self-employed and/or own/manage a business or employer group. Clients are often seeking to utilize ICHRAs, QSEHRAs, HRAs, self-funded plans, and other similar options. Compensation is either hourly or project based."

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-02-09
S63 Uniform Securities Agent State Law Examination 2000-01-17
  • S65 Uniform Investment Adviser Law Examination
    2000-02-09
  • S63 Uniform Securities Agent State Law Examination
    2000-01-17
Designations
Other Names
  • Eric Charles Beittel
  • Eric Beittel

View on SEC IAPD

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