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403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-12-22 |
| KY | RA | APPROVED | 2025-07-01 |
Branch Locations
101 N. 7Th Street, Louisville, KY 40202 • United States
403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seacrest Wealth Management, Llc | Purchase | NY | 02/2012 | 06/2025 |
| Silver Oak Securities, Inc. | Louisville | KY | 06/2025 | Present |
Silver Oak Securities Inc, Is Investment Related,"101 N 7th Street, , Louisville, KY, 40202, United States",IAR,6/24/2025,160 hours per month,120 hours per month during trading hours, Fee Based Compensation ,DBA for Independent Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-29 |
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