Tag Archives: Silver Oak Securities Inc.

Silver Oaks Securities Accused Of REIT Suitability

March 22, 2018  |   Posted by :   |   Investment and Regulatory News, Non-traded REITs   |   0 Comments

Heath Geoffrey Grossman of Wethersfield Connecticut is a stockbroker formerly registered with Silver Oak Securities Inc. who is the subject of a customer initiated investment related written complaint on December 28, 2016 where the customer alleged that Grossman (1) failed to disclose investment advisory account fees to the customer in April of 2016 (2) recommended […]

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