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311 Green Street Suite 100, Gainesville, GA 30501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-03 |
| GA | RA | APPROVED | 2015-11-17 |
| NC | RA | APPROVED | 2015-11-04 |
Branch Locations
505 Olive Street, Winston-Salem, NC 27103 • United States
311 Green Street Suite 100, Gainesville, GA 30501 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Winston-Salem | NC | 02/1998 | 08/2021 |
| Jt Stratford, Llc | Winston-Salem | NC | 07/2015 | Present |
| Silver Oak Securities, Inc. | Jackson | TN | 08/2021 | 12/2021 |
1) CRD PROPERTIES, LLC; NOT INVESTMENT-RELATED; WINSTON-SALEM, NC; RENTAL PROPERTY; PARTNER/OWNER; 12/1999; 4 HRS/MONTH; 0 HRS DURING TRADING HOURS; PROPERTY MANAGEMENT AND BOOKKEEPING. 2) Colhoun Robins Davenport & Co, LLC; investment related; Winston Salem, NC; partner; 1/1999; 144 hrs/month; 4 hrs during trading; insurance, employee benefits
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-24 |
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