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Current Employers
Silver Oak Securities, Incorporated

403 N. Parkway Ste. 101, Jackson, TN 38305 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-01-09
  • IL RA
    APPROVED
    Since 2026-01-09

Branch Locations

403 N. Parkway Suite 101, Jackson, TN 38305 • UNITED STATES

Arlington Heights, IL • 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
Morningstar Investment Services Llc Chicago IL 10/2014 08/2021
Sentinus-Halo Securities, Llc Chicago IL 08/2021 05/2025
Silver Oak Securities Inc Jackson TN 05/2025 Present
  • 10/2014 → 08/2021
    Morningstar Investment Services Llc
    Chicago, IL
  • 08/2021 → 05/2025
    Sentinus-Halo Securities, Llc
    Chicago, IL
  • 05/2025 → Present
    Silver Oak Securities Inc
    Jackson, TN
Other Businesses

DMC Fitness Solutions dba Fitness Machine Technicians, Is Not Investment Related,"523 S Chestnut, , Arlington Heights, IL, 60005, United States", Repair and maintain fitness equipment,Partner,3/1/2024,4 hours per month,0 hours per month during trading hours, Other Compensation, "Profit participation is my only compensation. Re duties, I participate in ownership meetings/issues, and that's about it beyond some networking when needed."

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-22
S63 Uniform Securities Agent State Law Examination 2021-12-23
  • S65 Uniform Investment Adviser Law Examination
    2025-12-22
  • S63 Uniform Securities Agent State Law Examination
    2021-12-23

View on SEC IAPD

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