DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at VIRTUE CAPITAL MANAGEMENT, LLC
BRENTWOOD, TN | Flowood, MS
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 | Aug 7, 2023 | n/a | yes | BRENTWOOD, TN|Flowood, MS | Current employment |
| IP FINANCIAL ADVISORY SERVICES LLC | Independent wealth | Jun 16, 2021 | Aug 4, 2023 | no | Brandon, MS|CHARLOTTE, NC | Previous registration |
| FIRST HEARTLAND CONSULTANTS, INC. | Bd affiliated wealth | Oct 28, 2019 | Jun 25, 2021 | no | BRANDON, MS | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Jul 13, 2018 | Nov 4, 2019 | no | Ridgeland, MS|Metairie, LA|Brandon, MS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| IP FINANCIAL ADVISORY SERVICES LLC | VIRTUE CAPITAL MANAGEMENT, LLC | Aug 4, 2023 | Aug 7, 2023 | 3 | Firm change | Ibd to RIA |
| FIRST HEARTLAND CONSULTANTS, INC. | IP FINANCIAL ADVISORY SERVICES LLC | Jun 25, 2021 | Jun 16, 2021 | -9 | Firm change | Ibd to ibd |
| PRUCO SECURITIES, LLC | FIRST HEARTLAND CONSULTANTS, INC. | Nov 4, 2019 | Oct 28, 2019 | -7 | Firm change | Ibd to ibd |