DFX Intelligence

Data Factory

RIA / WealthAdvisorChartered Financial Consultant44 years in industry

TERRY LANE COLEMAN

Advisor at VIRTUE CAPITAL MANAGEMENT, LLC

BRENTWOOD, TN | CHESTERFIELD, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c650bf1e-6ec9-02a5-796d-430ead0812fd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 15, 2001 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VIRTUE CAPITAL MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 24, 1982earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S63
First exam: May 24, 1982
First registration: Mar 15, 2001
Dual registered: no
IAPD individual key: 50838

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VIRTUE CAPITAL MANAGEMENT, LLC	Independent wealth	May 10, 2016	n/a	yes	BRENTWOOD, TN\|CHESTERFIELD, MO	Current employment
FIRST HEARTLAND CONSULTANTS, INC.	Bd affiliated wealth	Sep 3, 2021	Nov 29, 2021	no	Chesterfield, MO	Previous registration
HORTER INVESTMENT MANAGEMENT, LLC	Independent wealth	May 31, 2012	May 10, 2016	no	CHESTERFIELD, MO\|CHESTERFIELD, MO\|Chesterfield, MO\|CINCINNATI, OH	Previous registration
SPECTRUM CAPITAL, LLC	n/a	Jul 19, 2007	May 27, 2008	no	ST. PETERS, MO\|OMAHA, NE\|CHESTERFIELD, MO	Previous registration
RETIREMENT INCOME ADVISORS, LLC	n/a	Jun 19, 2006	Jul 17, 2007	no	ST. PETERS, MO	Previous registration
GATEWAY FINANCIAL ADVISORS, INC.	n/a	Oct 8, 2004	May 30, 2006	no	ST. PETERS, MO	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, INC.	n/a	Mar 15, 2001	Feb 13, 2003	no	ST LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIRST HEARTLAND CONSULTANTS, INC.	n/a	Nov 29, 2021	n/a	n/a	Departure no registered destination	Departure
HORTER INVESTMENT MANAGEMENT, LLC	VIRTUE CAPITAL MANAGEMENT, LLC	May 10, 2016	May 10, 2016	0	Firm change	Other
SPECTRUM CAPITAL, LLC	HORTER INVESTMENT MANAGEMENT, LLC	May 27, 2008	May 31, 2012	1,465	Firm change after gap	Other
RETIREMENT INCOME ADVISORS, LLC	SPECTRUM CAPITAL, LLC	Jul 17, 2007	Jul 19, 2007	2	Firm change	Other
GATEWAY FINANCIAL ADVISORS, INC.	RETIREMENT INCOME ADVISORS, LLC	May 30, 2006	Jun 19, 2006	20	Firm change	Other
TRANSAMERICA FINANCIAL ADVISORS, INC.	GATEWAY FINANCIAL ADVISORS, INC.	Feb 13, 2003	Oct 8, 2004	603	Firm change after gap	Other

Relationships

Registered with (7)

→ VIRTUE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
May 10, 2016 to presentfactForm ADV
→ FIRST HEARTLAND CONSULTANTS, INC.Registered adviserregistration: previous registration
Sep 3, 2021 to Nov 29, 2021factForm ADV
→ HORTER INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 31, 2012 to May 10, 2016factForm ADV
→ SPECTRUM CAPITAL, LLCRegistered adviserregistration: previous registration
Jul 19, 2007 to May 27, 2008factForm ADV
→ RETIREMENT INCOME ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 19, 2006 to Jul 17, 2007factForm ADV
→ GATEWAY FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Oct 8, 2004 to May 30, 2006factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Mar 15, 2001 to Feb 13, 2003factForm ADV

Dated events

No dated event names this entity yet.