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5 S. Jefferson Avenue, Cookeville, TN 38501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-05 |
| TN | RA | APPROVED | 2020-12-18 |
Branch Locations
9729 Cogdill Road Suite 302, Knoxvilee, TN 37932 • United States
5 S. Jefferson Avenue, Cookeville, TN 38501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horter Investment Management | Cincinnati | OH | 06/2015 | 04/2018 |
| Virtue Capital Management, Llc | Brentwood | TN | 05/2018 | 11/2020 |
| Ridgebrooke Capital Management Llc | Cookeville, Knoxville | TN | 11/2020 | Present |
| Ridgebrooke Retirement Planning, Llc | Cookeville, Knoxville | TN | 05/2013 | Present |
(1) International Foundation for Retirement Education; No; Barrington, IL; Member of the Board; 02/2023; 1/MO; 0/MO; Attend quarterly teleconference meetings to discuss education, testing, and oversight of CRC certificants. (2)THE NAME OF THE OTHER BUSINESS: RIDGEBROOKE RETIREMENT PLANNING, LLC (DBA RIDGEBROOKE TAX & RETIREMENT PLANNING) INVESTMENT RELATED?: Yes ADDRESS OF OTHER BUSINESS: 5 S. JEFFERSON AVE. COOKEVILLE, TN 38501 ADDRESS OF OTHER BUSINESS: 9724 Kingston Pike Suite 103, Knoxville, TN 37922 NATURE OF OTHER BUSINESS: INSURANCE AGENCY, TAX PREPARATION SERVICES, SALE OF PRECIOUS METALS YOUR POSITION: MANAGING MEMBER START DATE: 02/2020 HOW MANY HOURS YOU DEVOTE TO THE OTHER BUSINESS PER MONTH: 40 HOW MANY HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 40 IEFLY DESCRIBE YOUR DUTIES: INSURANCE ADVISOR / TAX PREPARER / SALE OF PRECIOUS METALS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-01 |
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