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403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-11-12 |
| TX | RA | APPROVED | 2020-11-12 |
Branch Locations
6035 N Knoxville Avenue Suite 102B, Peoria, IL 61614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management Inc. | Peoria | IL | 04/2003 | 11/2020 |
| Cmfs Group Inc | Peoria | IL | 09/2020 | Present |
| Silver Oak Securities, Inc. | Jackson | TN | 11/2020 | Present |
1) Solid Rock Retirement Strategies,Is Investment Related,"6035 N Knoxville Ave, Suite 102 B, Peoria, IL, 61614, United States",DBA for Financial Services,President,2021-09-01,160 hours per month,0 hours per month during trading hours,Commission Compensation,Financial advisor 2) Youth For Christ,Is Not Investment Related,"4100 N Brandywine Dr, , Peoria, IL, 61614, United States",ministry,board member,6/1/2024,2 hours per month,0 hours per month during trading hours,No Compensation Compensation,I serve as a general board member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-22 |
| S65 | Uniform Investment Adviser Law Examination | 1996-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-17 |
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