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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-19 |
Branch Locations
10260 Westheimer Rd Ste 300, Houston, TX 77042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2017 | 01/2020 |
| Coopervision Inc | Pleasanton | CA | 12/2009 | 10/2016 |
| Minnesota Life Insurance Co | St Paul | MN | 01/2020 | 02/2022 |
| Securian Financial Services Inc | St Paul | MN | 01/2020 | 02/2022 |
| Img Financial Group | Houston | TX | 01/2020 | 02/2022 |
| Woodbury Financial Services Inc | Houston | TX | 02/2022 | 01/2024 |
| Osaic Wealth, Inc. | Houston | TX | 01/2024 | Present |
1. SILVEROAK FINANCIAL GROUP POSITION: Agent/Registered Representative NATURE: LTD INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/07/2022 ADDRESS: 10260 Westheimer Rd, Suite 300, Houston TX 77042, United States DESCRIPTION: Sell and service traditional insurance products. SilverOak is marketing name for securities practice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-29 |
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