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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-10 |
| TX | RA | APPROVED_RES | 2026-03-03 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
6110 Mcfarland Station Drive Suite 1006, Alpharetta, GA 30004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silver Oak Securities, Inc. | Jackson | TN | 01/2021 | Present |
| Myriad Genetics | Alpharetta | GA | 10/2013 | Present |
| Black Oak | Alpharetta | GA | 01/2021 | Present |
| Rfg Advisory Llc Dba Black Oak Asset Management | Alpharetta | GA | 02/2026 | Present |
1 - Black Oak Asset Management, DBA for marketing purposes, investment related, 6110 McFarland Station Dr., Suite 1006, Alpharetta, GA 30004, 02/27/2026 - 160hrs/mo during trading hours - DBA name for advisory and insurance activity 2 - RFG Advisory, LLC; YES; 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242; RIA; 160 hrs/mo; 160 during trading hrs.; RIA Affiliate; Investment Advisor Representative. 3 - Pinnacle; Investment Related; 12724 Gran Bay Pkwy, Bldg 1, Ste 150, Jacksonville, FL 32258; Insurance Investments; Agent; 03/02/2026; 80 hrs/mo; 80 hrs/month during trading hours; advice on insurance investment products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-07 |
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