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403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-05-03 |
Branch Locations
150 S. 7Th Street Suite A, Ponchatoula, LA 70454 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Hammond | LA | 07/2008 | 04/2024 |
| Silver Oak Securities, Inc. | Jackson | TN | 04/2024 | Present |
1) Member of Financial Planning Association,Is Investment Related,"150 S 7th Street, Suite A , Ponchatoula, LA, 70454, United States",FPAMembership,Membership,1995-01-01,0 hours per month,0 hours per month during trading hours,No Compensation Compensation,Membership in the FinancialPlanning Association 2) Membership - Louisiana Restaurant Association,Is Not Investment Related,"150 S 7th Street, Suite A, Ponchatoula, LA, 70454, UnitedStates",Membership,Membership,1995-08-01,0 hours per month,0 hours per month during trading hours,No Compensation Compensation,Membership 3) 150Properties LLC,Is Not Investment Related,"150 S 7th St, Ste A , Ponchatoula, LA, 70454, United States",Rental Properties,Owner/Manager,2019-02-01,20 hours permonth,20 hours per month during trading hours,Other Compensation,"Collect rents, manage operations of rental properties." 4) "Slade Tax Services, LLC",Is Not Investment Related,"150 S. 7th Street, Suite A, Ponchatoula, LA, 70454, United States",Tax Preparation/Bookkeeping Services,Enrolled Agent,1/15/2025,10 hours per month,6 hours per month during trading hours,Hourly Compensation,"Slade Tax Services was a DBA and is now an LLC, effective 1/15/2025. Hours per month increase during tax season." 5) "JoannS. Slade, CLU(r), CFP(r), EA",Is Not Investment Related,"150 S 7th Street, Ste A, Ponchatoula, LA, 70454, United States",Insurance Sales,Owner/Agent,1992-02-01,10hours per month,80 hours per month during trading hours,Commission Compensation,"Offering life, health and disability insurance, dental insurance, travelinsurance, fixed and indexed annuities, and Medicare products " 6) "Joanna S. Slade, Notary",Is Not Investment Related,"150 S 7th Street, Suite A, Ponchatoula, LA,70454, United States",Notary Services,Notary Public,1984-06-01,1 hours per month,1 hours per month during trading hours,Fee Based Compensation,NotaryServices
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-03-01 |
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