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Advisor at CROWN PRIVATE WEALTH, LLC
MOORESVILLE, 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 |
|---|---|---|---|---|---|---|
| CROWN PRIVATE WEALTH, LLC | State registered | Feb 9, 2021 | n/a | yes | MOORESVILLE, NC | Current employment |
| VIRTUE CAPITAL MANAGEMENT, LLC | Independent wealth | Apr 24, 2018 | Mar 5, 2021 | no | Mooresville, NC|Mooresville, NC|BRENTWOOD, TN | Previous registration |
| HORTER INVESTMENT MANAGEMENT, LLC | Independent wealth | Mar 30, 2015 | Apr 25, 2018 | no | HUNTERSVILLE, NC|CINCINNATI, OH|Mooresville, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VIRTUE CAPITAL MANAGEMENT, LLC | CROWN PRIVATE WEALTH, LLC | Mar 5, 2021 | Feb 9, 2021 | -24 | Firm change | RIA to state RIA |
| HORTER INVESTMENT MANAGEMENT, LLC | VIRTUE CAPITAL MANAGEMENT, LLC | Apr 25, 2018 | Apr 24, 2018 | -1 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 167816:311541:TN:2021-03-05 | Mar 5, 2021 | Feb 9, 2021 | BRENTWOOD, TN | Firm change |
| 119880:167816:NC:2018-04-19 | Apr 25, 2018 | Apr 24, 2018 | MOORESVILLE, NC | Firm change |