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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-12-01 |
Branch Locations
19800 Macarthur Blvd. Suite 300, Irvine, CA 92612 • United States
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horter Investment Management | Cincinnati | OH | 06/2015 | 06/2019 |
| Integrity Brokerage Services, Inc. | Oceanside | CA | 02/2016 | 11/2016 |
| Becker Wealth Management, Llc | Irvine | CA | 01/2017 | 12/2021 |
| Becker Financial Strategies | Irvine | CA | 01/2017 | Present |
| Virtue Capital Management, Llc | Brentwood | TN | 06/2019 | 06/2021 |
| Virtue Capital Management, Llc | Brentwood | TN | 12/2021 | Present |
BECKER FINANCIAL STRATEGIES, Title: MANAGING PRINCIPAL, Description: FIXED ANNUITIES SALES AS AN AGENT, Start Date: 01-01-2017, Address: 19800 MACARTHUR BLVD SUITE 300 IRVINE, CA 92612, Investment-related? NO, Hours per month: 80, During trading hours: 3
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-28 |
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