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403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-02-27 |
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 |
|---|---|---|---|---|
| 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 |
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."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-03 |
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