Mark David Kinney

Current Employers

Virtue Capital Management, Llc

12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2019-12-24

MA RA
APPROVED

Since 2019-12-24

Branch Locations

301 Edgewater Place Suite 100, Wakefield, MA 01880 • United States

12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Horter Investment Management	Cincinnati	OH	10/2014	12/2019
Toole Kinney & Co	Stockbridge	MA	06/1999	10/2017
Kinney Wealth, Inc.	Wakefield	MA	10/2017	Present
Virtue Capital Management, Llc	Brentwood	TN	12/2019	Present

10/2014 → 12/2019

Horter Investment Management

Cincinnati, OH
06/1999 → 10/2017

Toole Kinney & Co

Stockbridge, MA
10/2017 → Present

Kinney Wealth, Inc.

Wakefield, MA
12/2019 → Present

Virtue Capital Management, Llc

Brentwood, TN

Previous Registrations

2014-11-24 → 2019-12-02

Horter Investment Management, Llc

Lee, MA

Wakefield, MA

Stockbridge, MA

Cincinnati, OH
2008-03-17 → 2010-08-02

Mm Ascend Life Investor Services, Llc

Lee, MA

Cincinnati, OH

Cincinnati, OH
2001-11-01 → 2005-02-28

Pmg Asset Management Inc

Lee, MA

Other Businesses

(1) KINNEY WEALTH INC. , Title: PARTNER , Description: LIFE, HEALTH, LTC, DI, , Start Date: 10-01-2017, Address: WAKEFIELD, MA , Investment-related? YES, Hours per month: 80, During trading hours: 4

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1988-02-23

S63 Uniform Securities Agent State Law Examination

1988-02-23

Designations

View on SEC IAPD