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403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-21 |
| TX | RA | APPROVED | 2026-08-21 |
Branch Locations
9729 Cogdill Rd. Ste. 104, Knoxville, TN 37932 • United States
Matthews, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Facet Wealth | Matthews | NC | 09/2020 | 10/2021 |
| Truist Financial (Formerly Bb&T) | Charlotte | NC | 04/2015 | 09/2020 |
| The Vanguard Group, Inc. | Charlotte | NC | 11/2021 | 08/2026 |
| Silver Oak Securities, Inc | Jackson | TN | 08/2026 | Present |
Coker Wealth Management, Is Investment Related,"1120 Aringill Lane, Matthews, NC, 28104, United States", Financial Services, Financial Advisor,8/21/2026,160 hours per month,140 hours per month during trading hours, Commission Compensation, Provide financial advising and financial planning to clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-01-24 |
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