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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-04 |
| TX | RA | APPROVED_RES | 2026-03-03 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
425 Town Plaza Avenue, Ponte Vedra, FL 32081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silver Oak Securities Inc | Jackson | TN | 07/2021 | Present |
| Dawson County Board Of Education | Dawsonville | GA | 05/2014 | 05/2022 |
| Rfg Advisory Llc Dba Black Oak Asset Management | Ponte Vedra | FL | 02/2026 | Present |
1)Black Oak Asset Management, Investment Related, 425 Town Plaza Avenue, Ponte Vedra, FL, 32081, Black Oak Asset Management, Financial Planner, 02/2026, 80 hours per month, 80 hours per month during trading hours, Commission Compensation, DBA for RIA Affiliation 2) RFG Advisory LLC; Investment Related; 1400 Urban Center Dr., 475, Birmingham AL 35242; Investment Advisor Rep; 3/2/2026; 80 hrs per month, 80 hours per month during trading; IAR for RIA 3) The Pinnacle Group - Investment Related - 12724 Gran Bay Pkwy, Bldg 1, Suite 150, Jacksonville, FL 32588 - Insurance IMO- Agent - 3/2/2026 - 40 hours per month during trading - Agent provider of insurance products. 4) Beacon Services Group, LLC, NOT Investment Related,"41 Furrier Ct, , Ponte Vedra, FL, 32081, Education Consulting, Owner/Consultant,6/1/2022, 25 hours per month, 0 hours per month during trading hours, Fee Based Compensation, Consult with school districts across Georgia.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-04-01 |
| S65 | Uniform Investment Adviser Law Examination | 2022-02-09 |
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