Best Investors Account Sign in
Current Employers
Silver Oak Leaf Financial Services L.L.C.

Bluffton, SC • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-22
SC RA APPROVED 2024-09-16
  • TX RA
    APPROVED_RES
    Since 2025-01-22
  • SC RA
    APPROVED
    Since 2024-09-16

Branch Locations

Bluffton, SC • 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
United States Marine Corps, Parris Island NC 06/2017 06/2019
United States Marine Corps Parris Island SC 06/2019 10/2020
Silver Oak Leaf Financial Services L.L.C. Bluffton SC 11/2020 Present
United States Marine Corps Parris Island SC 06/2016 06/2017
  • 06/2017 → 06/2019
    United States Marine Corps,
    Parris Island, NC
  • 06/2019 → 10/2020
    United States Marine Corps
    Parris Island, SC
  • 11/2020 → Present
    Bluffton, SC
  • 06/2016 → 06/2017
    United States Marine Corps
    Parris Island, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-15
  • S65 Uniform Investment Adviser Law Examination
    2020-10-15

View on SEC IAPD

More in Bluffton, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor