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Advisor at VIRTUE CAPITAL MANAGEMENT, LLC
BRENTWOOD, TN | Jamestown, NC
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 5, 2019 | n/a | yes | Jamestown, NC|BRENTWOOD, TN | Current employment |
| SPECIALIZED ADVISORS | Former SEC adviser | Apr 10, 2019 | Jul 30, 2019 | no | Lewisville, NC|DALLAS, TX | Previous registration |
| SECURE INVESTMENT MANAGEMENT, LLC | Independent wealth | Sep 17, 2018 | Apr 9, 2019 | no | Jamestown, NC|TUCSON, AZ | Previous registration |
| HORTER INVESTMENT MANAGEMENT, LLC | Independent wealth | Feb 24, 2017 | Sep 18, 2018 | no | Jamestown, NC | Previous registration |
| FIRST FIDELITY WEALTH ADVISORS, INC. | n/a | Mar 12, 2007 | Aug 24, 2018 | no | JAMESTOWN, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SPECIALIZED ADVISORS | VIRTUE CAPITAL MANAGEMENT, LLC | Jul 30, 2019 | Aug 5, 2019 | 6 | Firm change | RIA to RIA |
| SECURE INVESTMENT MANAGEMENT, LLC | SPECIALIZED ADVISORS | Apr 9, 2019 | Apr 10, 2019 | 1 | Firm change | RIA to new firm |
| HORTER INVESTMENT MANAGEMENT, LLC | SECURE INVESTMENT MANAGEMENT, LLC | Sep 18, 2018 | Sep 17, 2018 | -1 | Firm change | RIA to RIA |
| FIRST FIDELITY WEALTH ADVISORS, INC. | HORTER INVESTMENT MANAGEMENT, LLC | Aug 24, 2018 | Feb 24, 2017 | -546 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 141195:299308:AZ:2019-04-01 | Apr 9, 2019 | Apr 10, 2019 | TUCSON, AZ | Firm change |