Investment adviser representative · Springboard Financial Services
Warren K. Overman Jr.
CRD 7653361 · Black Mountain, NC
At a glance
Warren K. Overman Jr. is an investment adviser representative with Springboard Financial Services in Black Mountain, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Warren’s SEC record dates to 2023, about 3 years ago.
Current advisory firm
- Springboard Financial ServicesSince January 2023Black Mountain, NC · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Warren’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Springboard Financial Services
Every advisor at Springboard Financial Services →Financial advisors in Black Mountain, NC →Advisor Moves: who changed firms this week →