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403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-31 |
| TN | RA | APPROVED | 2017-11-08 |
Branch Locations
10 Burton Hills Blvd Suite 400, Nashville, TN 37215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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. "
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 1985-02-21 |
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