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Current Employers
Cosey Financial Services, Inc.

118 Huxley Rd Suite 5, Knoxville, TN 37922 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2017-05-04
  • TN RA
    APPROVED
    Since 2017-05-04

Branch Locations

1705 19Th Ave South, Nashville, TN 37217 • United States

118 Huxley Rd Suite 5, Knoxville, TN 37922 • 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 03/2014 07/2020
Cosey Financial Services, Inc. Nashville TN 04/2017 Present
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-10-18
  • S63 Uniform Securities Agent State Law Examination
    1989-10-18
Designations

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