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109 Holiday Ct Suite A6, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Virtue Capital Management, Llc | Nashville | TN | 02/2016 | 08/2017 |
| Advisor Worx | Thompson Station | TN | 01/2017 | Present |
| Panthrex Llc | Brentwood | TN | 08/2017 | 04/2018 |
| Optivise Advisory Services | Dallas | TN | 04/2018 | Present |
I AM A WRESTLING OFFICIAL FOR HIGH SCHOOL AND COLLEGIATE TEAMS. IT IS NON-INVESTMENT RELATED. I DEVOTE 10-15 HOURS A WEEK FROM OCTOBER EACH YEAR UNTIL MID FEBRUARY. THE HOURS ARE NOT DURING SECURITIES HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-28 |
| S66 | Uniform Combined State Law Examination | 2008-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-14 |
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