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Alpha, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-28 |
| OH | RA | APPROVED | 2025-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network, Inc. | Beaver Creek | OH | 10/1998 | 08/2020 |
| Silver Oak Securities, Inc. | Jackson | TN | 09/2020 | Present |
| Vwr Financial Advisory Services | Beavercreek | OH | 12/2008 | 12/2024 |
| Vwr Financial Advisory Services | Alpha | OH | 01/2025 | Present |
Sapphire Income Solutions, LLC S.I.S. dba VWR Financial Advisory Services",Is Investment Related,"P.O. BOX 110, 789 Alpha Road, ALPHA, OH, 45301, United States",State Registered Investment Advisor,COO,2/1/2024,160 hours per month,160 hours per month during trading hours,Fee Based Compensation,Ohio Registered Investment Advisory Firm providing financial advisory services for a fee. Assets held at Schwab and Nationwide Advisory Services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-06-30 |
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