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Current Employers
Silver Grove Advisory Services

400 Sterling Drive, Orchard Park, NY 14127 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-08-26
TX RA APPROVED 2025-08-07
  • LA RA
    APPROVED
    Since 2025-08-26
  • TX RA
    APPROVED
    Since 2025-08-07

Branch Locations

Celina, TX • United States

400 Sterling Drive, Orchard Park, NY 14127 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Camas WA 11/2015 06/2022
Texas Capital Bank Private Wealth Advisors Plano TX 06/2022 09/2024
Texas Capital Bank Plano TX 06/2022 09/2024
Compound Planning New York NY 11/2024 Present
Previous Registrations
Other Businesses

IMAGOANSA; NON-INVESTMENT RELATED; BUYING AND SELLING USED THINGS ON MARKETPLACE/EBAY; OWNER; 4HRS PER MONTH.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-07-24
  • S66 Uniform Combined State Law Examination
    2009-07-24

View on SEC IAPD

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