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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-09-02 |
Branch Locations
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
26 South Main St, Fortville, IN 46040 • 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 |
|---|---|---|---|---|
| Financial Resource Planners | Brownsburg | IN | 01/2002 | Present |
| H&R Block | Brownsburg | IN | 01/2012 | Present |
| Horter Investment Management, Llc | Cincinnati | OH | 07/2014 | 08/2019 |
| Virtue Capital Management, Llc | Brentwood | TN | 08/2019 | Present |
1. H&R BLOCK, Title: OWNER , Description: OWNER OF 4 H&R BLOCK OFFICES, Start Date: 01-01-2012, Address: 967 NORTH GREEN STREET BROWNS BURG IN 46112 , Investment-related? NO, Hours per month: 65, During trading hours: 65 2. FINANCIAL RESOURCE PLANNERS INC, Title: OWNER, Description: MEET WITH CLIENTS ABOUT THERE INVESTMENTS AND WORK AT GAINING NEW CLIENTS. SELLS INSURANCE AND ANNUITIES. , Start Date: 01-01-2003, Address: 65 PHILLIPS PLACE ZIONSVILLE IN 46077, Investment-related? YES, Hours per month: 130, During trading hours: 130 3. APB & ASSOCIATES, INC, Title: PRESIDENT, Description: PAYROLL & BOOKKEEPING SERVICES COMPANY , Start Date: 01-01-2014, Address: 65 PHILLIPS PLACE, ZIONSVILLE, IN 46077, Investment-related? NO, Hours per month: 20, During trading hours: 20 4. ECA MARKETING, Title: LIFE AGENT, Description: MARKETING GROUP FOR ANNUITY AND LIFE INSURANCE, Start Date: 01/2018, Address: 207800 EQUITABLE DRIVE SUITE 200, Investment-related? NO, Hours per month: 5, During trading hours: 5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-03 |
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