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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-05-03 |
| TX | RA | APPROVED | 2024-05-03 |
Branch Locations
4600 South Springhill Junction Street, Terre Haute, IN 47802 • United States
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Terre Haute | IN | 10/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Terre Haute | IN | 11/2016 | 02/2022 |
| Wells Fargo Advisors Financial Network, Llc | Terre Haute | IN | 02/2022 | 05/2024 |
| &Partners, Llc | Nashville | TN | 05/2024 | Present |
VIRIBUS WEALTH MANAGEMENT, LLC POSITION: Partner NATURE: This is the holding company for our wealth management practice. Prior to joining &Partners, this LLC employed our FAs and CAs, provided health care and retirement benefits to our employees. It continues to pay for our practices lease and office expenses. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 10/01/2021 ADDRESS: 4600 S Springhill Junction St Terre Haute, IN 47802, United States DESCRIPTION: Reconcile monthly cash flow and expenses. Oversee the office structure and evaluate our vendors. HUBNER HOLDINGS, LLC POSITION: President NATURE: My wife and I opened the LLC to invest in real estate through syndicated opportunities in multi-family, storage and leisure properties. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: 8111 Bayberry Ct Indianapolis, IN 46250, United States DESCRIPTION: Evaluate new opportunities, monitor existing investments and detail investment returns. JTK HOLDINGS, LLC POSITION: President NATURE: This is an LLC that receives my commissions each month. The business funds my effectively owns my practice. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 10/11/2021 ADDRESS: 8111 Bayberry Ct Indianapolis, IN 46250, United States DESCRIPTION: I am the president. My duties are to distribute salary to directors, pay taxes and keep track of expenses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-21 |
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