Best Investors Account Sign in
Current Employers
Silver Oak Securities, Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-23
TN RA APPROVED 2025-05-14
  • TX RA
    APPROVED
    Since 2026-03-23
  • TN RA
    APPROVED
    Since 2025-05-14

Branch Locations

403 N. Parkway Suite 101, Jackson, TN 38305 • UNITED STATES

Nashville, TN • 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
New York Life Insurance Company Schaumburg IL 06/2020 10/2020
Nylife Securities Llc Schaumburg IL 09/2020 10/2020
Unemployed Villa Park IL 05/2020 06/2020
Northern Michigan University Marquette MI 08/2017 05/2020
Unemployed Villa Park IL 06/2017 07/2017
Ball State University Muncie IN 08/2016 05/2017
School Association For Special Education Villa Park IL 06/2018 08/2019
Pugi Volkswagen Downers Grove IL 06/2018 01/2019
Equitable Advisors, Llc New York NY 10/2020 05/2025
Silver Oak Securities Inc Jackson TN 05/2025 Present
  • 06/2020 → 10/2020
    New York Life Insurance Company
    Schaumburg, IL
  • 09/2020 → 10/2020
    Nylife Securities Llc
    Schaumburg, IL
  • 05/2020 → 06/2020
    Unemployed
    Villa Park, IL
  • 08/2017 → 05/2020
    Northern Michigan University
    Marquette, MI
  • 06/2017 → 07/2017
    Unemployed
    Villa Park, IL
  • 08/2016 → 05/2017
    Ball State University
    Muncie, IN
  • 06/2018 → 08/2019
    School Association For Special Education
    Villa Park, IL
  • 06/2018 → 01/2019
    Pugi Volkswagen
    Downers Grove, IL
  • 10/2020 → 05/2025
    New York, NY
  • 05/2025 → Present
    Silver Oak Securities Inc
    Jackson, TN
Previous Registrations
Other Businesses

1) Aaron Johnson, Is Not Investment Related,"101 Monroe St, Apt 106, Nashville, TN, 37208, United States", fixed insurance and annuity sales, Financial Professional,1/15/2021,20 hours per month,20 hours per month during trading hours, Commission Compensation, sale of fixed annuities and other types of life insurance 2) WEH Insurance Agency, Inc. DBA AFX Insurance Services",Is Not Investment Related,"403 North Pkwy #101, , Jackson, TN, 38305, United States",Insurance Services,Independent Contractor,5/23/2025,160 hours per month,160 hours per month during trading hours,Other Compensation,Full Time Position : Salary + Commission. I will be assisting Financial Professionals of Silver Oak Securities regarding insurance services. 3) Vision Financial LLC,Is Investment Related,"1600 Scottsville Road, Ste 301, Bowling Green, KY, 42104, United States",Insurance,Financial Professional,1/1/2026,20 hours per month,20 hours per month during trading hours,Commission Compensation,Insurance related assistance & existing client support. 4) McKnight Advisory Group,Is Investment Related,"1800 South Rutherford Boulevard, Suite 202, Murfreesboro, TN, 37130, United States",Insurance,Financial Professional,1/7/2026,20 hours per month,20 hours per month during trading hours,Commission Compensation,Insurance related business and existing client outreach

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-01
S63 Uniform Securities Agent State Law Examination 2021-03-22
  • S66 Uniform Combined State Law Examination
    2021-07-01
  • S63 Uniform Securities Agent State Law Examination
    2021-03-22
Designations

View on SEC IAPD

More in Jackson, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor