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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-11-05 |
Branch Locations
6401 Poplar Ave. Suite 250, Memphis, TN 38119 • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • 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 | 10/2016 | 09/2018 |
| Transamerica Financial Advisors, Inc | Memphis | TN | 09/2018 | 03/2020 |
| Lpl Financial | Memphis | TN | 10/2008 | 10/2016 |
| Transamerica Agency Network | Memphis | TN | 05/2017 | 03/2020 |
| Mathis, Tibbets And Mathis | Memphis | TN | 08/2019 | 05/2025 |
| Simplicity Wealth, Llc | Summit | NJ | 03/2020 | Present |
| Taylor Wealth And Insurance | Memphis | TN | 06/2000 | Present |
1) Taylor Wealth and Insurance; Investment-related; 6401 Poplar Avenue, Suite 250, Memphis, TN 38119; Investments and Insurance; Business Sales Development; 06/2000; Approx. 200 hours/month; Approx. 100 hours/month during trading hours; Client management, service, investment services. 2) Hunt Taylor; Investment-related; 6401 Poplar Avenue, Suite 250, Memphis, TN 38119; Insurance sales; Licensed Insurance Agent; 06/2000; Approx. 200 hours/month as Business Sales Development with Taylor Wealth and Insurance; Approx. 100 hours/month during trading hours as Business Sales Development with Taylor Wealth and Insurance; Insurance sales. 3) Hunt Taylor is a producer of The Glass Insurance Group; Investment related: No; Location: 9053 Stone Walk Place Germantown TN 38138; Description: Commercial property and casualty insurance for restaurants and contractors. Previously worked at Mathis Tibbets and Mathis; Responsibilities Duties: Sales; Start date with business: 2024-05-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 30; Percentage of total yearly compensation expected to be derived from the business: 15; Contact person at the organization: William Glass; Website address for the organization: https://www.glassinsurancegroup.com/.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-06 |
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