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1270 Hendersonville Road Suite #4, Asheville, NC 28803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-12-22 |
| NC | RA | APPROVED | 2008-09-23 |
| TX | RA | APPROVED | 2008-09-23 |
Branch Locations
1270 Hendersonville Road Suite #4, Asheville, NC 28803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| White Oak Financial Management, Inc. | Asheville | NC | 03/2003 | Present |
1. INVOLVEMENT AS AN INDEPENDENT INSURANE AGENT OFFERING LIFE INSURANCE, FIXED ANNUITIES, AND LONG TERM CARE INSURANCE / ASHEVILLE, NC / APPROVED JULY 2, 2004/ 1 HR. PER MONTH / 0 HRS. DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-26 |
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