Silver Oak Securities, Inc.
Shayne Daniels is an experienced compliance professional currently serving as the Deputy Chief Compliance Officer at Silver Oak Securities, Inc. since October 2023. Previously held the position of Managing Principal at Private Client Services from March 2021 to October 2023 and was Regional Sales Supervision Principal at Securities America Inc. for a brief period in 2020. Additional roles include OSJ - Home Office Principal, AML Officer, Operations Supervisor/AML Officer, and Trade Review Principal at Securities Service Network from May 2017 to September 2020, as well as Corporate Compliance Officer II and BSA Systems Coordinator at First Horizon National Corporation from June 2001 to May 2017. Shayne Daniels obtained an Associate's degree in Information Technology from Fountainhead College of Technology between 2003 and 2005.
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Silver Oak Securities, Inc.
If you are a visionary and a disruptor with new ideas about the future of financial services, we want to work with you. Large broker-dealers don’t have the adaptability to embrace independence because their business models work best when everyone serves their clients the same way. But your individuality is a competitive advantage, not a drawback. We believe the independent financial professional is the best possible guiding hand for today’s investors, so we empower our professionals to do exactly what they think is right for their clients. Silver Oak Securities, Inc. is an independent, full-service broker dealer and SEC Registered Investment Advisor focused on serving the needs of independent financial professionals who foster strong, trusted relationships with their clients. The firm is a member of the Financial Industry Regulatory Authority (www.finra.org) and the Securities Investors Protection Corporation (www.sipc.org). Founded in 1999 by Principals with deep investment management and compliance experience spanning 40 years, Silver Oak is based in the heart of the southern U.S. Our corporate headquarters is located in Jackson, TN, between Nashville and Memphis.