Best Investors Account Sign in
Inactive

Jeffrey Michael Florio

Old Oak Advisors, LLC

Vestavia Hills, AL

CRD 6012087

Claim This Profile
Employer firm

Old Oak Advisors, LLC CRD 159893

$24.8M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

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

Nearby Firms

RFG ADVISORY, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BCR WEALTH STRATEGIES

Nearby Investors

BOBBY RAY TRUST WHITE
HARRIS TODD DOOBROW
MARK ANDREW PEARSON

Nearby Offices

RFG ADVISORY, LLC · VESTAVIA HILLS, AL
RFG ADVISORY, LLC · Vestavia Hills, AL
AMERIPRISE FINANCIAL SERVICES, LLC · Vestavia, AL

More in Vestavia Hills, AL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor