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Current Employers
Silver Oak Securities, Incorporated

403 N. Parkway Ste. 101, Jackson, TN 38305 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-01-31
TN RA APPROVED 2017-11-08
  • TX RA
    APPROVED_RES
    Since 2021-01-31
  • TN RA
    APPROVED
    Since 2017-11-08

Branch Locations

10 Burton Hills Blvd Suite 400, Nashville, TN 37215 • 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
Girard Securities, Inc. San Diego CA 07/2008 10/2017
7Twelve Advisors, Llc Nashville TN 11/2008 Present
Silver Oak Securities, Inc. Jackson TN 10/2017 Present
  • 07/2008 → 10/2017
    Girard Securities, Inc.
    San Diego, CA
  • 11/2008 → Present
    7Twelve Advisors, Llc
    Nashville, TN
  • 10/2017 → Present
    Silver Oak Securities, Inc.
    Jackson, TN
Previous Registrations
  • 2012-02-06 → 2023-03-30
    7Twelve Advisors, Llc
    Nashville, TN
  • 2008-07-15 → 2017-10-23
    Girard Securities, Inc.
    San Diego, CA
    Nashville, TN
  • 2009-10-08 → 2011-12-22
    7Twelve Advisors, Llc
    Nashville, TN
  • 2005-10-31 → 2008-07-16
    Osaic Services, Inc.
    Georgetown, KY
    Nashville, TN
  • 2004-03-26 → 2005-10-31
    Spelman & Co., Inc.
    Nashville, TN
Other Businesses

1) DBA: PortfolioIA (Sole prop Andy Martin),Is Not Investment Related,"10 Burton Hills Blvd, Suite 400, Nashville, TN, 37215, United States",Insurance,Agent,1988-01-01,4 hours per month,0 hours per month during trading hours,Commission Compensation,"Sell an occasional life, health. or LTC policy." 2) Writer (Andy Martin),Is Not Investment Related,"10 Burton Hills Blvd, Suite 400, Nashville, TN, 37215, United States",Writing,Writer,1990-01-01,4 hours per month,0 hours per month during trading hours,No Compensation Compensation,"Wrote Dollarlogic, and various trade press articles." 3). "EW Indexes, formerly called 7Twelve Advisors, LLC",Is Investment Related,"10 Burton Hills Blvd, Suite 400, Nashville, TN, 37215, United States",Index development,Founder,6/15/2025,20 hours per month,0 hours per month during trading hours,No Compensation,"The company plans to develop indexes using the 3Twelve Total Bond and 1-2-3 strategies developed by Andy Martin. These indexes may then become models for investments, whereby the issuer would pay a licensing fee. Neither EW Indexes nor Andy Martin will be giving investment advice, nor manage assets, or serve as an advisor or custodian in any capacity. We may also consult into the industry. No activities are retail investor client facing. "

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-10-02
S63 Uniform Securities Agent State Law Examination 1985-02-21
  • S66 Uniform Combined State Law Examination
    2004-10-02
  • S63 Uniform Securities Agent State Law Examination
    1985-02-21
Other Names
  • Andy Martin
  • Andrew D Martin
  • Andrew Douglas Martin

View on SEC IAPD

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