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118 Huxley Rd Suite 5, Knoxville, TN 37922 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-12-14 |
| TX | RA | APPROVED_RES | 2016-08-29 |
| TN | RA | APPROVED | 2006-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silver Oak Securities, Inc. | Jackson | TN | 09/2008 | 07/2020 |
| Cosey Financial Services, Inc. | Knoxville | TN | 04/2006 | Present |
COSEY INSURANCE SERVICES, LLC. LIFE AND HEALTH INSURANCE. NOT SECURITEIS RELATED. COMMISION BASED. 1 HOUR PER WEEK. STARTED 06/2011. OWNER. 118 HUXLEY RD. STE 5 KNOXVILLE, TN 37922. THE RUNNING FOUNDATION INVOLVED IN REVIEWING AND DIRECTING DONATIONS TO LOCAL CHARITIES AND PLANNING AND MARKETING FOR THE FOUNDATION. NOT INVESTMENT RELATED. 2 HOURS PER WEEK. STARTED 2022. FOUNDER. 118 HUXLEY RD. STE 5 KNOXVILLE, TN 37922. ACTIVE CAPITAL MANAGEMENT, LLC. ADVISORY SERVICES. INVESTMENT RELATED. 10 HOURS PER MONTH. STARTED 2023. PRESIDENT. 118 HUXLEY RD. STE 5 KNOXVILLE, TN 37922.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-10 |
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