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Current Employers
Summit Capital Solutions Llc

12 Cadillac Drive Suite 280, Brentwood, TN 37027 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2017-01-10
  • TN RA
    APPROVED
    Since 2017-01-10

Branch Locations

12 Cadillac Drive Suite 280, Brentwood, TN 37027 • United States

Virtue Capital Management, Llc

12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2013-10-30
  • TN RA
    APPROVED
    Since 2013-10-30

Branch Locations

12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • 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
Virtue Advisors Brentwood TN 10/2005 Present
Virtue Capital Management, Llc Brentwood TN 10/2013 Present
Integrity Retirement Group, Llc Brentwood TN 03/2012 Present
Summit Capital Solutions Brentwood TN 01/2017 Present
Ria Compliance Firm, Llc Brentwood TN 01/2019 Present
  • 10/2005 → Present
    Virtue Advisors
    Brentwood, TN
  • 10/2013 → Present
    Brentwood, TN
  • 03/2012 → Present
    Integrity Retirement Group, Llc
    Brentwood, TN
  • 01/2017 → Present
    Summit Capital Solutions
    Brentwood, TN
  • 01/2019 → Present
    Ria Compliance Firm, Llc
    Brentwood, TN
Previous Registrations
Other Businesses

VIRTUE ADVISORS, LLC (VA);NON-INVESTMENT-RELATED; 6 CADILLAC DR. SUITE 310 BRENTWOOD, TN 37027; CHIEF OPERATING OFFICER; AN INSURANCE MARKETING ORGANIZATION; 10/2005; 150 HRS; 35 HRS; TRAIN AND MENTOR PRODUCERS THAT OFFER THEIR CLIENTS INSURANCE PRODUCTS. VIRTUE CAPITAL MANAGEMENT, LLC; INVESTMENT-RELATED; 6 CADILLAC DR. SUITE 310 BRENTWOOD, TN 37027; CHIEF OPERATING OFFICER; REGISTERED INVESTMENT ADVISOR; 10/2013; 40 HRS; 10 HRS; RECRUIT, TRAIN, MENTOR ADVISORS TO JOIN VCM AND OFFER OUR THIRD PARTY ACCOUNTS TO THEIR CLIENTS. INTEGRITY RETIREMENT GROUP, LLC;INVESTMENT-RELATED; 6 CADILLAC DR. SUITE 310 BRENTWOOD, TN 37027; MEMBER; FINANCIAL ADVISOR; 03/2012; 20 HRS; 5 HRS; MY FINANCIAL SERVICES PRACTICE TO RECIEVE FEES AND COMMISSIONS WHEN OFFERING MY CLIENTS INSURANCE AND OR INVESTMENT PRODUCTS. SUMMIT CAPITAL SOLUTIONS, LLC(SUMMIT); INVESTMENT RELATED; 6 CADILLAC DR., SUITE 310 BRENTWOOD TN 37027; CHIEF OPERATING OFFICER; A REGISTERED INVESTMENT ADVISER THAT IS AFFILIATED WITH VCM. SUMMIT OFFERS MODEL PORTFOLIOS/SIGNALS TO REGISTERED INVESTMENT ADVISER FIRMS. SUMMIT CAPITAL SOLUTIONS IS A SEC REGISTERED INVESTMENT ADVISER RIA COMPLIANCE FIRM, LLC (RIACF); NON-INVESTMENT RELATED; 6 CADILLAC DR., SUITE 310 BRENTWOOD TN 37027; A COMPLIANCE CONSULTING FIRM THAT PROVIDES COMPLIANCE SERVICES TO REGISTERED INVESTMENT ADVISERS, INCLUDING VCM; START DATE 012019; THERE IS A POTENTIAL CONFLICT OF INTEREST IN THAT THERE IS AN ECONOMIC INCENTIVE TO RECOMMENT COMPLIANCE SERVICES OFFERED THROUGH RIACF TO REGISTERED INVESTMENT ADVISORS WHO USE VCM FOR SUB-ADVISORY SERVICES.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-05-21
S65 Uniform Investment Adviser Law Examination 2006-07-08
  • S63 Uniform Securities Agent State Law Examination
    2009-05-21
  • S65 Uniform Investment Adviser Law Examination
    2006-07-08
Designations

View on SEC IAPD

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