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403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-11-08 |
Branch Locations
9729 Cogdill Rd. Ste. 104, Knoxville, TN 37932 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horace Mann Investors Inc. | Springfield | IL | 10/2015 | 02/2021 |
| Horace Mann | Springfield | IL | 10/2015 | 02/2021 |
| Silver Oak Securities Inc | Jackson | TN | 06/2021 | Present |
| Houston Levee Community Center | Cordova | TN | 04/2018 | 01/2022 |
1) Brown Financial Services,Is Not Investment Related,3161 Hwy 45 Bypass, #D205, Jackson, TN 38305,Brown Financial Services,DBA for Registered Representative and Multiline insurance agent, offering property, casualty, health and life products. ,2021-06-08,175 hours per month,0 hours per month during trading hours,Commission Compensation,Financial Services 2) Magellan Federal,Is Not Investment Related,"2800 Shirlington Rd # 350, , Arlington, VA, 22206, United States",Counseling,Personal Financial Counselor,3/18/2025,160 hours per month,110 hours per month during trading hours,Salary Compensation,"This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation. This position does not offer, or, provide financial advice, or, recommendations. Counseling will be provided at the TN Army National Guard Unit in Jackson, TN."
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-07-31 |
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