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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-08-02 |
| SC | RA | APPROVED | 2021-12-21 |
Branch Locations
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Pawleys Island, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regal Investment Advisors | Charlotte | NC | 10/2015 | 05/2018 |
| Regulus Advisors | Charlotte | NC | 10/2015 | 05/2018 |
| Virtue Capital Management, Llc | Brentwood | TN | 05/2018 | Present |
| Charlotte Wealth Group | Charlotte | NC | 03/2018 | Present |
| Charlotte Risk | Charlotte | NC | 10/2019 | Present |
(1) REAL ESTATE RENTAL , Title: REAL ESTATE RENTAL , Description: RENTAL PROPERTY , Start Date: 10-02-2009, Address: 2876 OASIS DR., CHARLOTTE, NC 28214 , Investment-related? NO, Hours per month: 1% OF TIME, During trading hours: 0 (2) REAL ESTATE RENTAL , Title: REAL ESTATE RENTAL , Description: RENTAL PROPERTY , Start Date: 10-02-2009, Address: 2306 EARGLE DR., CHARLOTTE, NC 28269 , Investment-related? NO, Hours per month: 1% OF TIME, During trading hours: 0 (3) CHARLOTTE RISK , Title: STRATEGIST , Description: DBA FOR SELLING INSURANCE PRODUCTS , Start Date: 10-01-2019, Address: CHARLOTTE, NC, Investment-related? NO, Hours per month: 5, During trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-27 |
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