SA
Sharon Alison Bloodworth
CRD 2756129
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| White Oaks Wealth Advisors, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
White Oaks Investment Management, Inc
Ceo And Chief Compliance Officer · 75% or more · Nov 2024
-
White Oaks Wealth Advisors, Inc.
Ceo And Chief Compliance Officer · 75% or more · Apr 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗