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Current Employers
Virtue Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2019-09-02
  • IN RA
    APPROVED
    Since 2019-09-02

Branch Locations

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

26 South Main St, Fortville, IN 46040 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-21
S63 Uniform Securities Agent State Law Examination 1999-09-03
  • S65 Uniform Investment Adviser Law Examination
    2014-05-21
  • S63 Uniform Securities Agent State Law Examination
    1999-09-03
Other Names
  • Andy Blakley

View on SEC IAPD

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