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Advisor at VIRTUE CAPITAL MANAGEMENT, LLC
Bryan, OH | BRENTWOOD, TN | Defiance, 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 |
|---|---|---|---|---|---|---|
| VIRTUE CAPITAL MANAGEMENT, LLC | Independent wealth | Dec 4, 2024 | n/a | yes | Bryan, OH|BRENTWOOD, TN|Defiance, OH | Current employment |
| OPTIVISE ADVISORY SERVICES LLC | Independent wealth | Jul 24, 2019 | Dec 4, 2024 | no | FRANKLIN, TN|Bryan, OH | Previous registration |
| OPTIVISE ADVISORY SERVICES LLC | Independent wealth | Jul 24, 2019 | Dec 31, 2020 | no | Bryan, OH|Defiance, OH | Previous registration |
| PANTHREX ASSET MANAGEMENT LLC | Former SEC adviser | May 24, 2018 | Dec 31, 2019 | no | Bryan, OH | Previous registration |
| VIRTUE CAPITAL MANAGEMENT, LLC | Independent wealth | Oct 30, 2015 | May 24, 2018 | no | Bryan, OH|BRENTWOOD, TN | Previous registration |
| BROOKSTONE CAPITAL MANAGEMENT LLC | Independent wealth | Oct 7, 2009 | Oct 30, 2015 | no | BRYAN, OH|WHEATON, IL|BRYNN, OH | Previous registration |
| STERNE AGEE INVESTMENT ADVISOR SERVICES, INC. | Former SEC adviser | Sep 3, 2008 | Sep 28, 2009 | no | BRYAN, OH|BRYAN, OH|YOUNGSTOWN, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OPTIVISE ADVISORY SERVICES LLC | VIRTUE CAPITAL MANAGEMENT, LLC | Dec 4, 2024 | Dec 4, 2024 | 0 | Firm change | RIA to RIA |
| PANTHREX ASSET MANAGEMENT LLC | OPTIVISE ADVISORY SERVICES LLC | Dec 31, 2019 | Jul 24, 2019 | -160 | Firm change after gap | RIA to new firm |
| VIRTUE CAPITAL MANAGEMENT, LLC | PANTHREX ASSET MANAGEMENT LLC | May 24, 2018 | May 24, 2018 | 0 | Firm change | RIA to RIA |
| BROOKSTONE CAPITAL MANAGEMENT LLC | VIRTUE CAPITAL MANAGEMENT, LLC | Oct 30, 2015 | Oct 30, 2015 | 0 | Firm change | Other |
| STERNE AGEE INVESTMENT ADVISOR SERVICES, INC. | BROOKSTONE CAPITAL MANAGEMENT LLC | Sep 28, 2009 | Oct 7, 2009 | 9 | Firm change | Other |