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Advisor at AAN WEALTH ADVISORS LLC
Metairie, LA | CANTON, OH
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 |
|---|---|---|---|---|---|---|
| AAN WEALTH ADVISORS LLC | State registered | Jun 25, 2024 | n/a | yes | CANTON, OH|Metairie, LA | Current employment |
| VIRTUE CAPITAL MANAGEMENT, LLC | Independent wealth | Jan 15, 2020 | Jul 19, 2022 | no | TICKFAW, LA|BRENTWOOD, TN | Previous registration |
| HORTER INVESTMENT MANAGEMENT, LLC | Independent wealth | Nov 4, 2016 | Jan 9, 2020 | no | Tickfaw, LA|CINCINNATI, OH|Matairie, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VIRTUE CAPITAL MANAGEMENT, LLC | AAN WEALTH ADVISORS LLC | Jul 19, 2022 | Jun 25, 2024 | 707 | Firm change after gap | RIA to state RIA |
| HORTER INVESTMENT MANAGEMENT, LLC | VIRTUE CAPITAL MANAGEMENT, LLC | Jan 9, 2020 | Jan 15, 2020 | 6 | Firm change | RIA to RIA |