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Jeffrey Michael Florio

Old Oak Advisors, LLC

Vestavia Hills, AL

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Current Employers
Old Oak Advisors, Llc

1025 Montgomery Hwy. Suite 113, Vestavia Hills, AL 35216 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2022-04-12
TX RA APPROVED_RES 2022-04-04
AL RA APPROVED 2012-04-09
  • LA RA
    APPROVED
    Since 2022-04-12
  • TX RA
    APPROVED_RES
    Since 2022-04-04
  • AL RA
    APPROVED
    Since 2012-04-09

Branch Locations

1025 Montgomery Hwy. Suite 113, Vestavia Hills, AL 35216 • 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
Old Oak Advisors, Llc Vestavia AL 12/2011 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-08-19
  • S65 Uniform Investment Adviser Law Examination
    2011-08-19
Other Names
  • Jeff Florio

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP. · Vestavia, AL
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