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403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-10-25 |
Branch Locations
389 E. Morgan Street Ste. 1, Martinsville, IN 46151 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network | Greenwood | IN | 12/2012 | 09/2018 |
| Ssnai | Greenwood | IN | 12/2012 | 09/2018 |
| Silver Oak Securities, Inc. | Jackson | TN | 09/2018 | Present |
| Financial Resource Advisors | Indianapolis | IN | 05/2007 | Present |
1. FINANCIAL RESOURCE ADVISORS, LLC; NOT INVESTMENT RELATED; 389 E Morgan Street Suite 1 Martinsville IN, 46151; INSURANCE AGENCY - SELL OF FIXED INSURANCE; PERSONAL AGENT AND MARKETING ORGANIZATION; PERSONAL AGENT AND MARKETING ORGANIZATION; Manager; LLC; STARTED 05/2007; 160 HRS/MO. 2. PAUL TINGLEY; NOT INVESTMENT RELATED; 3978 N FOXCLIFF DRIVE W MARTINSVILLE IN. 46151; FARM; OWNER; MANAGE FARM; SOLE PROP; STARTED 08/1997; 3 HRS/MO. 3. Invite Wealth Management (DBA for securities business for SOSI RR),Is Investment Related,,Wealth Management Firm,Consultant,2022-11-29,60 hours per month,60 hours per month during trading hours,Other Compensation,"Consultant (1099) for Invite Wealth Management to provide as needed additional financial planning, investment management, insurance, and business exit/succession planning."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-08 |
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