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Silver Oak Securities, Incorporated CRD 46947
$2.45B regulatory AUM 42 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2016-10-25 |
Branch Locations
122 Lee Parkway Drive Suite 100, Chattanooga, TN 37421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Wealth Advisory | Chattanooga | TN | 01/2005 | Present |
| Cuttingedge Advisors | St. Louis | MO | 07/2008 | Present |
| Mcmanus & Associates | Chattanooga | TN | 01/1978 | Present |
1) ED McManus DBA FAMILY WEALTH ADVISORY. NOT INVESTMENT RELATED.122 Lee Parkway Drive, Suite 101, CHATTANOOGA, TN 37421. OWNER. ACCOUNTING, TAX, Non investment financial counseling, notary. 10 - 15 hours per month, Start date 01/1985 2) McManus and Associates, Ed McManus, Sole proprietorship, insurance agent life/health, 10 - 15 hours per month spent on this activity, duties include insurance sales and Ed McManus dba McManus and Associates,Is Not Investment Related,,Insurance,Owner,1976-01-01,5 hours per month,0 hours per month during trading hours,Commission Compensation,"Insurance sales and service: Life, Health, Disability, LTC, Fixed and Indexed Annuities"
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-01-03 |
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