Best Investors Account Sign in
Current Employers
Vision401K

205 Powell Place Suite 357, Brentwood, TN 37027 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-05-29
TN RA APPROVED 2024-01-02
  • KY RA
    APPROVED
    Since 2026-05-29
  • TN RA
    APPROVED
    Since 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

Silver Oak Securities, Incorporated

403 N. Parkway Ste. 101, Jackson, TN 38305 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2022-04-04
  • TN RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2021 → Present
    Silver Oak Securities, Inc.
    Jackson, TN
  • 10/2019 → 12/2020
    Brentwood, TN
  • 02/2019 → 10/2019
    Unemployed
    Brentwood, TN
  • 06/2018 → 02/2019
    Cheetah Clean
    Bowling Green, KY
  • 01/2021 → Present
    Bowling Green, KY
  • 01/2018 → 06/2018
    Unemployed
    Bowling Green, KY
  • 10/2017 → 01/2018
    Cabelas
    Bowling Green, KY
  • 05/2017 → 10/2017
    Unemployed
    Bowling Green, KY
  • 01/2013 → 05/2017
    American Eagle
    Bowling Green, KY
  • 12/2010 → 12/2020
    Student
    Lexington, KY
  • 01/2013 → 01/2017
    Red Top Bbq
    Guthrie, KY
  • 01/2018 → 06/2018
    Unemployed
    Bowling Green, KY
  • 12/2023 → Present
    Vision Asset Management Llc
    Brentwood, TN
  • 04/2022 → Present
    Silver Oak Securities, Inc.
    Jackson, TN
  • 01/2025 → Present
    Vision Asset Management Llc
    Brentwood, TN
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-01
S63 Uniform Securities Agent State Law Examination 2021-02-26
  • S65 Uniform Investment Adviser Law Examination
    2022-04-01
  • S63 Uniform Securities Agent State Law Examination
    2021-02-26

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bowling Green, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor