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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2023-08-07 |
Branch Locations
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
439A Katherine Dr Suite C, Flowood, MS 39232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Co | Brandon | MS | 03/2007 | 04/2017 |
| The Hinton Agency, Inc | Pearl | MS | 05/2012 | 05/2017 |
| Pruco Securities, Llc | Brandon | MS | 05/2017 | 10/2019 |
| The Prudential Insurance Company Of America | Brandon | MS | 05/2017 | 10/2019 |
| First Heartland Capital Inc | Lake St Louis | MO | 10/2019 | 06/2021 |
| Innovation Partners Llc | Charlotte | NC | 06/2021 | 08/2023 |
| Ip Financial Advisory Services Llc | Charlotte | NC | 06/2021 | 08/2023 |
| Virtue Capital Management, Llc | Brandon | MS | 08/2023 | Present |
Southeast Insurance & Financial Group Inc. Investment related. Officer. Insurance and fixed products. Start 10/29/19.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-09 |
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