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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-10-27 |
| FL | RA | APPROVED | 2022-10-25 |
| TX | RA | APPROVED | 2022-10-03 |
Branch Locations
8805 Sudley Road Suite 102, Manassas, VA 20110 • United States
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • 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 |
|---|---|---|---|---|
| Horter Investment Management, Llc | Cincinnati | OH | 05/2013 | 09/2022 |
| Fredric W. Miller Dba Rick Miller & Associates | Manassas | VA | 07/2001 | 11/2020 |
| Virtue Capital Management, Llc | Brentwood | TN | 10/2022 | Present |
(1) FREDRIC W. MILLER, SOLE PROPRIETOR, PROVIDING FINANCIAL PLANNING SERVICES, NON-CAPTIVE INSURANCE AGENT, 8805 SUDLEY ROAD, SUITE 102, MANASSAS, VA. 20110/120 HOURS MO./ 5 HOURS A DAY; PROSPECT FOR AND INTERVIEW CLIENTS, COMPLETE PAPERWORK, MAINTAIN CONTACT WITH CLIENTS AND INSURANCE CARRIERS. (2) PROFEDS LLC, Description: PROFEDS PROVIDES RETIREMENT TRAINING FOR FEDERAL WORKERS ON THEIR BENEFIT PACKAGE AND IMPLICATIONS FOR RETIREMENT. MY POSITION IS AS A LOCAL RESOURCE FOR THE EMPLOYEES AFTER THE CLASS IS OVER, SINCE I HAVE BEEN TRAINED IN THE FEDERAL BENEFITS SYSTEM. Start Date: 2/24/2023, Address: PO BOX 124, FOX LAKE, IL 60020, Investment-related? NO, Hours per month: 0-1, During trading hours: 1 (3) IRMAA SOLUTIONS; Position: INDEPENDENT IRMAA CERTIFIED PLANNER; Description: INITIATING A MARKETING CAMPAIGN TO INFORM THE PUBLIC AND CLIENTS OF THE IMPACT OF IRMAA LEGISTLATION, WHICH CAN RESULT IN LOSS OF SOCIAL SECURITY BENEFITS AS A RESULT OF INCREASED MEDICARE B COSTS AND IRMAA SURCHARGES. Start Date: 12/13/2023, Address: 469 S. BROWNING AVE, BOISE, ID 83709, Investment-related? NO, Hours per month: 2-4, During trading hours: 1-2
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-24 |
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