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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-03-11 |
Branch Locations
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Mt. Dora, FL • 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 |
|---|---|---|---|---|
| Southern Farm Bureau Group | Tavares | FL | 04/2000 | 10/2017 |
| Southern Capital Brokerage Company | Tavares | FL | 08/2000 | 10/2017 |
| Invest Financial Corporation | Tampa | FL | 09/2010 | 02/2018 |
| Lpl Financial Llc | Tallahassee | FL | 02/2018 | 07/2019 |
| Virtue Capital Management, Llc | Brentwood | TN | 03/2020 | Present |
| Adam J Thielen Iii, Clu, Inc. | Mt. Dora | FL | 09/2000 | Present |
(1) ADAM J THIELEN III, CLU, INC, Title: PRESIDENT, Description: INSURANCE AGENCY, Start Date: 09-01-2000, Address: AT REPORTED BUSINESS LOCATIONS, Investment-related? YES, Hours per month: 80, During trading hours: 80
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-30 |
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