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118 Huxley Rd Suite 5, Knoxville, TN 37922 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2017-05-04 |
Branch Locations
1705 19Th Ave South, Nashville, TN 37217 • United States
118 Huxley Rd Suite 5, Knoxville, TN 37922 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silver Oak Securities, Inc. | Jackson | TN | 03/2014 | 07/2020 |
| Cosey Financial Services, Inc. | Nashville | TN | 04/2017 | Present |
1) ASSOCIATION MARKETING GROUP, LLC, INVESTMENT-RELATED, 1705 19th Ave South Nashville, TN, USA, 37217, EMPLOYEE BENEFITS FOR COMPANIES AND INDIVIDUAL INSURANCE, MANAGING PARTNER, START DATE: SEPTEMBER 1995, APPROX. NUMBER OF HOURS/MONTH: LESS THAN 10, THE NUMBER OF HOURS/MONTH DEVOTED TO THE OUTSIDE BUSINESS ACTIVITY DURING SECURITIES TRADING HOURS: LESS THAN 10, DUTIES: MANAGE THE SALES AND ADMINISTRATION. 2) INSURANCE BROKERAGE - DBA: DON GREENE AND ASSOCIATES,INVESTMENT-RELATED, 1705 19th Ave South Nashville, TN, USA, 37217, LIFE INSURANCE SALES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE, PROPRIETOR/OWNER, START DATE: 2/1992, APPROXIMATE NUMBER OF HOURS/MONTH: MORE THAN 40, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: MORE THAN 40, DUTIES: LIFE, HEALTH, DI, LTC, ANNUITIES SALE AND SERVICE. 3) COLLEGE PLANNING FUNDING SOLUTIONS, INC. - NO DBA, NOT INVESTMENT-RELATED, 1705 19th Ave South Nashville, TN, USA, 37217, COLLEGE PLANNING DESIGN THROUGH COLLEGE FUNDING SOLUTIONS, AGENT, START DATE: JUNE 2013, APPROXIMATE NUMBER OF HOURS/MONTH: 10-25, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: 10-25, DUTIES: COLLECTION OF DATA TO PROVIDE TO COLLEGE FUNDING SOLUTIONS TO DESIGN PLAN FOR CLIENT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-10-18 |
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