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Advisor at VIRTUE CAPITAL MANAGEMENT, LLC
WINSTON-SALEM, NC | 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 | Jan 23, 2019 | n/a | yes | WINSTON-SALEM, NC|BRENTWOOD, TN | Current employment |
| HORTER INVESTMENT MANAGEMENT, LLC | Independent wealth | Nov 4, 2016 | Jan 22, 2019 | no | Winston-Salem, NC|CINCINNATI, OH | Previous registration |
| ESI FINANCIAL ADVISORS | Independent wealth | Apr 7, 2006 | Nov 2, 2016 | no | WINSTON SALEM, NC|CHARLOTTE, NC|WINSTON-SALEM, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HORTER INVESTMENT MANAGEMENT, LLC | VIRTUE CAPITAL MANAGEMENT, LLC | Jan 22, 2019 | Jan 23, 2019 | 1 | Firm change | RIA to RIA |
| ESI FINANCIAL ADVISORS | HORTER INVESTMENT MANAGEMENT, LLC | Nov 2, 2016 | Nov 4, 2016 | 2 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 119880:167816:OH:2019-01-22 | Jan 22, 2019 | Jan 23, 2019 | CINCINNATI, OH | Firm change |