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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-04-01 |
Branch Locations
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Gainesville, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insurance Brokerage Services, Dba Retirement Design Solutions | Gainesville | GA | 04/2009 | Present |
| Retirement Wealth Advisors | Gainesville | GA | 08/2016 | 02/2020 |
| Virtue Capital Management, Llc | Brentwood | TN | 03/2020 | Present |
(1) INSURANCE BROKERAGE SERVICES, DBA REITREMENT DESIGN SOLUTIONS; , Title: OWNER/AGENT , Description: ANNUITY AND LIFE INSURANCE SALES/ SALES AND PAPERWORK, Start Date: 04-01-1997, Address: 5372 PONDEROSA FARM RD, GAINESVILLE, GA 30507; , Investment-related? YES, Hours per month: 25, During trading hours: 25
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-26 |
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