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Current Employers
Virtus Investment Advisers, Llc

One Financial Plaza 26Th Floor, Hartford, CT 06103 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-02-10
  • CT RA
    APPROVED
    Since 2025-02-10

Branch Locations

Ambler, PA • United States

One Financial Plaza 26Th Floor, Hartford, CT 06103 • 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
Brinker Capital Berwyn PA 12/2001 08/2020
Orion Portfolio Solutions Omaha NE 09/2020 06/2022
Ategenos Capital, Llc Berwyn PA 06/2022 11/2024
Vp Distributors, Llc Ambler PA 02/2025 Present
  • 12/2001 → 08/2020
    Brinker Capital
    Berwyn, PA
  • 09/2020 → 06/2022
    Orion Portfolio Solutions
    Omaha, NE
  • 06/2022 → 11/2024
    Ategenos Capital, Llc
    Berwyn, PA
  • 02/2025 → Present
    Vp Distributors, Llc
    Ambler, PA
Previous Registrations
  • 2023-09-25 → 2024-12-03
    Berwyn, PA
  • 2022-01-10 → 2022-06-10
    Orion Portfolio Solutions, Llc
    Omaha, NE
    Berwyn, PA
  • 2020-10-16 → 2021-12-31
    Omaha, NE
  • 2006-11-16 → 2020-10-16
    Brinker Capital Inc
    Berwyn, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-15
  • S66 Uniform Combined State Law Examination
    2006-11-15
Other Names
  • Mike Brady

View on SEC IAPD

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