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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2019-07-29 |
Branch Locations
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
100 Concourse Parkway Suite 168, Hoover, AL 35244 • 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 |
|---|---|---|---|---|
| The Davis Insurance Agency | Birmingham | AL | 09/2013 | 12/2019 |
| Horter Investment Management, Llc | Cincinnati | OH | 12/2014 | 07/2019 |
| Virtue Capital Management, Llc | Brentwood | TN | 07/2019 | Present |
| Designed Income Advisory, Llc | Hoover | AL | 05/2019 | Present |
DESIGNED INCOME ADVISORY, LLC , Title: PRESIDENT, Description: FINANCIAL ADVISOR SALES OF INSURANCE AND INSURANCE BASED PRODUCTS INVESTMENT RELATED, Start Date: 05-01-2019, Address: 100 CONCOURSE PARKWAY, SUITE 168 HOOVER, AL 35244 , Investment-related? YES, Hours per month: 160, During trading hours: 160
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-27 |
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