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Current Employers
Silver Oak Securities, Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-01-29
KY RA APPROVED 2019-09-16
  • TX RA
    APPROVED
    Since 2021-01-29
  • KY RA
    APPROVED
    Since 2019-09-16

Branch Locations

Midway, KY • 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
Independent Financial Group San Antonio TX 06/2013 10/2017
Self Employed Midway KY 10/2017 08/2018
Zeiders Enterprises Midway KY 10/2018 Present
Cantella & Co., Inc. Malden MA 02/2019 08/2019
Allstate Financial Lexington KY 08/2018 03/2019
Silver Oak Securities, Inc. Jackson TN 08/2019 Present
Coker Wealth Management Llc Midway KY 03/2019 Present
  • 06/2013 → 10/2017
    Independent Financial Group
    San Antonio, TX
  • 10/2017 → 08/2018
    Self Employed
    Midway, KY
  • 10/2018 → Present
    Zeiders Enterprises
    Midway, KY
  • 02/2019 → 08/2019
    Cantella & Co., Inc.
    Malden, MA
  • 08/2018 → 03/2019
    Allstate Financial
    Lexington, KY
  • 08/2019 → Present
    Silver Oak Securities, Inc.
    Jackson, TN
  • 03/2019 → Present
    Coker Wealth Management Llc
    Midway, KY
Previous Registrations
  • 2019-03-21 → 2019-09-13
    Cantella & Co., Inc.
    Midway, KY
    Midway, KY
    Malden, MA
  • 2018-08-15 → 2019-03-22
    Lexington, KY
  • 2013-06-17 → 2017-10-13
    Midway, KY
    San Diego, CA
  • 2010-09-03 → 2013-06-18
    Cantella & Co., Inc.
    Sugland, TX
    Malden, MA
    San Antonio, TX
  • 2008-01-01 → 2010-09-08
    Sugar Land, TX
  • 2005-11-28 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Sugar Land, TX
    Sugar Land, TX
    St. Louis, MO
Other Businesses

Coker Wealth Management, LLC- Owner, DBA, about 170 hours a month are devoted to this, 120 during trading hours. START DATE: 3/21/2019 Autumn Shade Farm- Part owner. He owns part of the farm and helps with some of the tasks related to general upkeep and maintenance. About 10 hours a month are devoted to this, 0 during trading hours. START DATE: 3/21/2019 Insurance sales- agent. He sells/services various lines of non securities insurance products and fixed annuities. About 2 hours a month are devoted to this, 2 during trading hours. Start date: 4/1/19

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-11-26
  • S66 Uniform Combined State Law Examination
    2005-11-26
Designations
Other Names
  • Craig Randall Coker

View on SEC IAPD

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