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205 Powell Place Suite 357, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-05-29 |
| TN | RA | APPROVED | 2012-08-22 |
Branch Locations
205 Powell Place Suite 357, Brentwood, TN 37027 • United States
403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2016-03-17 |
Branch Locations
205 Powell Place Suite 358, Brentwood, TN 37027 • United States
1600 Scottsville Road Suite 302, Bowling Green, KY 42103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vision Asset Management | Franklin | TN | 04/2012 | Present |
| Silver Oak Securities Inc | Jackson | TN | 03/2014 | Present |
| Silver Oak Securities Inc | Jackson | TN | 03/2016 | Present |
1). Silver Oak Securities; Investment Related; 1600 Scottsville Rd, Suite 302, Bowling, Green, KY; Investment Adviser Representative; 03/17/2016; 160 hours/month during trading hours. 2). Silver Oak Securities; Investment Related; 1600 Scottsville Rd, Suite 302, Bowling, Green, KY; Registered Representative; 03/03/2014; 160 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-16 |
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