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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
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 |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Mauldin | SC | 04/2006 | 01/2017 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 01/2017 |
| Lincoln Financial Securities Corporation | Greenville | SC | 01/2017 | 03/2023 |
| Silver Oak Securities | Jackson | TN | 03/2023 | Present |
1). Carolinas Wealth Management,Is Investment Related,,Financial Management and insurance sales,Financial Advisor,3/31/23,160 hours per month,20 hours per month during trading hours,Commission Compensation,Financial advisor, branch office location
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-15 |
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