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403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-10-23 |
Branch Locations
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 |
|---|---|---|---|---|
| First Tennessee Bank | Knoxville | TN | 06/2001 | 05/2017 |
| Securities Service Network | Knoxville | TN | 05/2017 | 09/2020 |
| Securities America, Inc. | Knoxville | TN | 09/2020 | 03/2021 |
| Securities America Advisors | Knoxville | TN | 09/2020 | 03/2021 |
| Private Client Services, Llc | Louisville | KY | 03/2021 | 10/2023 |
| Silver Oak Securities Inc. | Jackson | TN | 10/2023 | Present |
Cardinal Health,Is Not Investment Related,2512 Westcott Blvd., Knoxville, TN 37931,Distribution Center,Stocker,2022-09-13,64 hours per month,0 hours per month during trading hours,Hourly Compensation,"Stock medical items for distribution. Saturday only, plus some evenings 7pm-11pm. Never during trading hours."
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-07 |
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