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Advisor at VIRTUE CAPITAL MANAGEMENT, LLC
POINCIANA, FL | ROCHESTER, MN | 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 | Oct 4, 2018 | n/a | yes | BRENTWOOD, TN|ROCHESTER, MN|POINCIANA, FL | Current employment |
| HORTER INVESTMENT MANAGEMENT, LLC | Independent wealth | Jan 10, 2017 | Oct 2, 2018 | no | Eau Claire, WI|CINCINNATI, OH | Previous registration |
| CAPITAL FINANCIAL SERVICES, INC. | Former SEC adviser | Oct 9, 2006 | Dec 31, 2016 | no | EAU CLAIRE, WI|Dublin, OH|EAU CLAIRE, WI|FALLSTON, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HORTER INVESTMENT MANAGEMENT, LLC | VIRTUE CAPITAL MANAGEMENT, LLC | Oct 2, 2018 | Oct 4, 2018 | 2 | Firm change | RIA to RIA |
| CAPITAL FINANCIAL SERVICES, INC. | HORTER INVESTMENT MANAGEMENT, LLC | Dec 31, 2016 | Jan 10, 2017 | 10 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 119880:167816:OH:2018-09-17 | Oct 2, 2018 | Oct 4, 2018 | CINCINNATI, OH | Firm change |