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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-27 |
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 |
|---|---|---|---|---|
| Wells Fargo Bank N A | San Francisco | CA | 07/2013 | 04/2022 |
| Wells Fargo Advisors, Llc. | Estero | FL | 09/2015 | 11/2016 |
| Florida Gulf Coast University | Ft Myers | FL | 08/2012 | 05/2020 |
| Wells Fargo Clearing Services, Llc | Estero | FL | 11/2016 | 12/2016 |
| Wells Fargo Bank, Na | San Francisco | CA | 04/2022 | 02/2026 |
| Wells Fargo Clearing Services, Llc | Estero | FL | 10/2017 | 04/2022 |
| Medallion Financial Resources | Venice | FL | 02/2026 | 03/2026 |
| Virtue Capital Management, Llc | Venice | FL | 03/2026 | Present |
(1) VIRTUE ADVISORS; INVESTMENT-RELATED; 12 CADILLAC DRIVE SUITE 280 BRENTWOOD, TN; SELLING ANNUITIES AND LIFE INSURANCE PRODUCTS FROM VARIOUS INSURANCE CARRIERS. VIRTUE ADVISORS HOLDS & FACILITATES THE CONTRACTS WITH THESE INSURANCE CARRIERS; INDEPENDENT CONTRACTOR; 1/30/2026; 60 HOURS PER MONTH DURING TRADING HOURS. (2) PERFORM NOTARY SERVICES; NOTARY SERVICES WITH MY ALREADY COMMISSIONED NOTARY THROUGH THE STATE OF FLORIDA.; 211 NOKOMIS AVE S; Investment Related- NO; Start Date- 7/29/2026; Hours- 10; Hours during trading- 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-03 |
| S66 | Uniform Combined State Law Examination | 2020-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-18 |
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