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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 | 2026-03-09 |
| TX | RA | APPROVED | 2026-02-27 |
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 |
|---|---|---|---|---|
| Forsyth County Schools | Cumming | GA | 08/2023 | Present |
| Forsyth County Schools | Cumming | GA | 08/2015 | 07/2023 |
| Black Oak Asset Management | Alpharetta | GA | 12/2024 | Present |
| Silver Oak Securities, Inc. | Jackson | TN | 12/2024 | Present |
| Rfg Advisory Llc Dba Black Oak Asset Management | Alpharetta | GA | 02/2026 | Present |
1) Black Oak Asset Management, Is Investment Related, Branch location"6110 McFarland Station, Ste 1006, Alpharetta, GA, 30004, United States",DBA,IAR,02/2026,160 hours per month,120 hours per month 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; 3/2026; 80 hrs/mo; 80 hrs/month during trading hours; advice on insurance investment products. 4) Forsyth County Schools, Is Not Investment Related,"1120 Dahlonega Hwy, , Cumming, GA, 30040, United States", education, part time teacher,8/1/2023,80 hours per month,80 hours per month during trading hours, Salary Compensation, part time public school teacher 5) Elite Athletics - NON investment Related - Winder, GA - Travel Baseball Coach- 01/2024 - 20 hrs/mo - 10 hrs/mo during trading - Instructing coaches new to the organization 6) Ronda Howard Designs - NON investment related - 110 knox lane, Lavonia, GA - Partial Owner/Interior Design - 1/13/2026 - 2 hrs/mo - 2hrs/mo during trading - organizing tax info
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-10 |
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