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12 Cadillac Drive Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2017-01-10 |
Branch Locations
12 Cadillac Drive Suite 280, Brentwood, TN 37027 • United States
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2013-10-30 |
Branch Locations
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-05-21 |
| S65 | Uniform Investment Adviser Law Examination | 2006-07-08 |
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