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Advisor at VIRTUE CAPITAL MANAGEMENT, LLC
BEREA, OH | BRENTWOOD, TN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| VIRTUE CAPITAL MANAGEMENT, LLC | Independent wealth | Oct 2, 2020 | n/a | yes | BEREA, OH|BRENTWOOD, TN | Current employment |
| HORTER INVESTMENT MANAGEMENT, LLC | Independent wealth | Apr 18, 2017 | Oct 5, 2020 | no | Berea, OH|CINCINNATI, OH | Previous registration |
| CORNERSTONE ASSET MANAGEMENT SERVICES, INC. | Former SEC adviser | Oct 6, 2016 | Apr 12, 2017 | no | BROADVIEW HEIGHTS, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HORTER INVESTMENT MANAGEMENT, LLC | VIRTUE CAPITAL MANAGEMENT, LLC | Oct 5, 2020 | Oct 2, 2020 | -3 | Firm change | RIA to RIA |
| CORNERSTONE ASSET MANAGEMENT SERVICES, INC. | HORTER INVESTMENT MANAGEMENT, LLC | Apr 12, 2017 | Apr 18, 2017 | 6 | Firm change | Other |