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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 2023-02-27
  • PA RA
    APPROVED
    Since 2023-02-27

Branch Locations

1910 Harrington Dr., Lancaster, PA 17601 • 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 Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ambassador Advisors, Llc Lancaster PA 02/2015 02/2023
American Portfolios Financial Services Holbrook NY 02/2015 02/2023
Silver Oak Securities Jackson TN 02/2023 Present
  • 02/2015 → 02/2023
    Ambassador Advisors, Llc
    Lancaster, PA
  • 02/2015 → 02/2023
    American Portfolios Financial Services
    Holbrook, NY
  • 02/2023 → Present
    Silver Oak Securities
    Jackson, TN
Previous Registrations
Other Businesses

1). David Over,Is Not Investment Related,,fixed insurance and annuity sales,Owner,2010-12-01,50 hours per month,50 hours per month during trading hours,Commission Compensation,offer fixed annuities and insurance products to clients 2). Manheim Township Mat Club,Is Not Investment Related,"2137 Saddleridge Road, Lancaster PA 17601, Lancaster, PA, 17601, United States",Wresting Booster,President,2008-09-01,10 hours per month,0 hours per month during trading hours,No Compensation Compensation,Lead the organization to help improve our wrestlers in the sport and in life 3). Coram Deo Advisors,Is Investment Related,"955 W. Main Street, Suite 13, Mount Joy, PA, 17552, United States",Financial Services,Owner,2023-02-28,40 hours per month,20 hours per month during trading hours,DBA for securities and advisory business,Fee Based Compensation,Owner. 4) CDA Philanthropic,Is Not Investment Related,"955 W. Main Street, Suite 13, Mount Joy, PA, 17552, United States",Philanthropic Consulting,Sr Philanthropic Relationship Manager,6/30/2025,160 hours per month,0 hours per month during trading hours,Salary Compensation,"Coram Deo Advisors: Senior Philanthropic Relationship Manager This role will be a consulting role to the non-profits we work with. We will emphasize stewardship, giving and faith-based principles. We will serve as a the Client Services team that fulfills the end-to-end philanthropic needs of our client base. Planned-giving support with helping to deliver strategies around donor relationships. We will lead the relationship, and be responsible for delivering on a strategic plan to drive growth and sustainability among our non-profit clients."

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-04-03
  • S66 Uniform Combined State Law Examination
    2012-04-03
Other Names
  • David Over
  • David Alan Over
  • David A Over

View on SEC IAPD

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