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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-12-04 |
Branch Locations
122 East High Street Suite A, Bryan, OH 43506 • United States
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Block Six 419 Fifth Street Suite 1100, Defiance, OH 43512 • 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 |
|---|---|---|---|---|
| Virtue Capital Management, Llc | Nashville | TN | 10/2015 | 05/2018 |
| Ls Tax Llc | Bryan | OH | 01/2018 | Present |
| Panthrex Asset Management | Coppell | TX | 05/2018 | 12/2019 |
| Optivise Advisory Services, Llc | Coppell | TX | 07/2019 | 12/2024 |
| Virtue Capital Management, Llc | Brentwood | TN | 12/2024 | Present |
1.INSURANCE AGENT- 25 - 30 HOURS APPROXIMATELY LIFE INSURANCE, EIA AGENT 2. LS Tax LLC, we utilize CPA's for client's tax returns and second opinion analysis, owner, 01/2018 to Present, 5-10% of personal time 3. Ms. Stover may offer physical gold and/or silver to her clients and prospects. Ms. Stover will receive a commission for physical gold or silver that is purchased through her.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-09-03 |
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