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205 Powell Place Suite 357, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-05-29 |
| TN | RA | APPROVED | 2024-01-02 |
Branch Locations
1600 Scottsville Road Suite 301, Bowling Green, KY 42101 • United States
205 Powell Place Suite 357, Brentwood, TN 37027 • United States
403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-04-04 |
Branch Locations
205 Powell Place Suite 358, Brentwood, TN 37027 • United States
1600 Scottsville Road Suite 302, Bowling Green, KY 42103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silver Oak Securities, Inc. | Jackson | TN | 01/2021 | Present |
| Vision401K | Brentwood | TN | 10/2019 | 12/2020 |
| Unemployed | Brentwood | TN | 02/2019 | 10/2019 |
| Cheetah Clean | Bowling Green | KY | 06/2018 | 02/2019 |
| Vision401K | Bowling Green | KY | 01/2021 | Present |
| Unemployed | Bowling Green | KY | 01/2018 | 06/2018 |
| Cabelas | Bowling Green | KY | 10/2017 | 01/2018 |
| Unemployed | Bowling Green | KY | 05/2017 | 10/2017 |
| American Eagle | Bowling Green | KY | 01/2013 | 05/2017 |
| Student | Lexington | KY | 12/2010 | 12/2020 |
| Red Top Bbq | Guthrie | KY | 01/2013 | 01/2017 |
| Unemployed | Bowling Green | KY | 01/2018 | 06/2018 |
| Vision Asset Management Llc | Brentwood | TN | 12/2023 | Present |
| Silver Oak Securities, Inc. | Jackson | TN | 04/2022 | Present |
| Vision Asset Management Llc | Brentwood | TN | 01/2025 | Present |
1). Vision Financial LLC; Investment Related; 1600 Scottsville Road, Suite 301, Bowling Green, KY, 42101; Insurance Agent/Managing Partner; 2/1/2024; Commission Compensation. Working to provide additional services outside of what was being offered with current business such as insurance. approximately 15 hours a month are devoted to this activity. 4 hours per month during trading hours. 2). SILVER OAK SECURITIES, INC.; REG REP (1/15/2021) AND IAR (4/4/2022); INVESTMENT RELATED; 1600 Scottsville Road, Suite 301, Bowling Green, KY 42101; Oversight of plans that are commissioned based, individual fee-based accounts; Amount of time varies based on need, approximately 20 hours a month are devoted to this activity. 20 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-26 |
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