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Silver Oak Securities, Incorporated CRD 46947
$2.45B regulatory AUM 42 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2018-09-25 |
Branch Locations
4350 Brownsboro Road Suite 110, Louiisville, KY 40207 • United States
9729 Cogdill Rd. Ste. 104, Knoxville, TN 37932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Biven Insurance Inc. Dba Burns Insurance | Louisville | KY | 09/1989 | 07/2025 |
| Silver Oak Securities, Inc. | Jackson | TN | 09/2018 | Present |
| Biven Insurance Inc. Dba Biven Financial Services | Louisville | KY | 12/2010 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1982-01-26 |
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