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403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-03-31 |
Branch Locations
3 Caledon Court Suite C, Greenville, SC 29615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Holt Financial Group | Greenville | SC | 02/2005 | 12/2019 |
| Cwmg | Greenville | SC | 12/2019 | 09/2021 |
| Lincoln Financial Securities Corporation | Greenville | NC | 09/2021 | 03/2023 |
| Silver Oak Securities | Jackson | TN | 03/2023 | Present |
1). Carolinas Wealth Management Group,Is Investment Related,,Fixed insurance product sales, branch location,Vice president,2006-03-01,100 hours per month,0 hours per month during trading hours,Commission Compensation,"Selling fixed insurance products. Life insurance, annuities, long term care" 2). Holt Financial Group,Is Not Investment Related,,Property & Casualty Insurance, branch location, Principal,2005-03-01,20 hours per month,0 hours per month during trading hours,Commission Compensation,"Owner of a Property & Casualty Insurance agency selling personal auto/home, commericial insurance."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-15 |
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