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Current Employers
Virtua Capital Management, Llc

14301 N 87Th St, Ste 203, Scottsdale, AZ 85260 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2019-10-17
  • AZ RA
    APPROVED
    Since 2019-10-17

Branch Locations

14301 N 87Th St, Ste 203, Scottsdale, AZ 85260 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
M. S. Howells & Company Scottsdale AZ 03/2010 09/2016
Longboard Asset Management, Lp Phoenix AZ 10/2013 09/2019
Northern Lights Distributors, Llc Omaha NE 01/2018 09/2019
Virtual Capital Management, Llc Scottsdale AZ 09/2019 Present
Emerson Equity Llc San Mateo CA 03/2020 01/2022
Caliber Services, Llc Scottsdale AZ 01/2022 05/2024
Bates Group, Llc Portland OR 09/2024 Present
  • 03/2010 → 09/2016
    M. S. Howells & Company
    Scottsdale, AZ
  • 10/2013 → 09/2019
    Longboard Asset Management, Lp
    Phoenix, AZ
  • 01/2018 → 09/2019
    Northern Lights Distributors, Llc
    Omaha, NE
  • 09/2019 → Present
    Virtual Capital Management, Llc
    Scottsdale, AZ
  • 03/2020 → 01/2022
    Emerson Equity Llc
    San Mateo, CA
  • 01/2022 → 05/2024
    Caliber Services, Llc
    Scottsdale, AZ
  • 09/2024 → Present
    Bates Group, Llc
    Portland, OR
Previous Registrations
  • 2017-02-28 → 2019-09-23
    Phoenix, AZ
  • 2009-01-21 → 2009-07-13
    Banc Of America Investment Services, Inc.
    Chandler, AZ
    Boston, MA
  • 2007-09-05 → 2008-11-05
    Countrywide Investment Services, Inc.
    Chandler, AZ
  • 2004-08-12 → 2006-06-12
    Zions Direct, Inc.
    Salt Lake City, UT
    Salt Lake City, UT
  • 2002-09-24 → 2003-07-25
    Chicago, IL
Other Businesses

Bates Group LLC, Investment-related, 10220 SW Greenburg Rd, Tigard, OR 97223, Sr. Consultant, 9/16/2024,160 hours/month, business hours, consulting services CC Strategy LLC, Investment-related, 694 E Hampton Ct, Gilbert, AZ 852595, 5/3/2024, Managing Member, 15 hours/month, non business hours, consulting services

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-17
S66 Uniform Combined State Law Examination 2002-09-23
  • S65 Uniform Investment Adviser Law Examination
    2017-02-17
  • S66 Uniform Combined State Law Examination
    2002-09-23
Other Names
  • Curtis Reed Christensen
  • Curtis Christensen

View on SEC IAPD

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