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5101 Wheelis Road Suite 112, Memphis, TN 38117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2006-08-25 |
| TX | RA | APPROVED_RES | 2002-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brandon Investments, Inc | Memphis | TN | 06/1983 | Present |
| Brandon Financial Planning, Inc. | Memphis | TN | 06/1983 | Present |
| Silver Oak Securities, Inc. | Jackson | TN | 10/2023 | Present |
"Brandon Financial Planning, Inc.",Is Investment Related,,RIA,President,1983-06-01, Branch office location, 30 hours per month,0 hours per month during trading hours,Salary Compensation,CEO
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-06-13 |
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