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Inactive

Phillip D Hanks

Parabla, LLC

Oak Ridge, NC

CRD 6515594

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Employer firm

Parabla, LLC CRD 323978

$22.7M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Parabla, Llc

8004 Linville Rd. Suite D-3, Oak Ridge, NC 27310 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-03-19
  • NC RA
    APPROVED
    Since 2024-03-19

Branch Locations

8004 Linville Rd. Suite D-3, Oak Ridge, NC 27310 • 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
Black Oak Wealth Management, Inc. Oak Ridge NC 05/2016 12/2022
Parabla, Llc Oak Ridge NC 01/2023 Present
  • 05/2016 → 12/2022
    Black Oak Wealth Management, Inc.
    Oak Ridge, NC
  • 01/2023 → Present
    Oak Ridge, NC
Previous Registrations
  • 2023-07-21 → 2024-01-26
    Oak Ridge, NC
  • 2016-05-06 → 2022-12-20
    Black Oak Wealth Management, Inc.
    Oak Ridge, NC
  • 2015-07-20 → 2016-04-20
    Investment Advisors Corp
    Oak Ridge, NC
    Kernersville, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-20
  • S66 Uniform Combined State Law Examination
    2015-07-20
Designations
  • Certified Financial Planner

View on SEC IAPD

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