Aristotle Lyon Mcdonald

Employer firm

Virtue Capital Management, LLC CRD 167816

$1.31B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 10/2016
  Nationwide Securities Llc
  Dublin, OH
• 04/2016 → 10/2016
  Nationwdie Insurance
  Columbus, OH
• 11/2016 → 10/2018
  The Nowell Agency
  Brandon, MS
• 10/2018 → 05/2019
  Florida Financial Advisors
  Tampa, FL
• 10/2018 → 03/2019
  Ifs Securities Inc.
  Atlanta, GA
• 03/2019 → 05/2019
  Trinity Wealth Securities L.L.C
  St. Louis, MO
• 06/2019 → 02/2021
  Valic Financial Advisors, Inc.
  Brentwood, TN
• 03/2021 → 09/2022
  Lyon Properties Llc
  Nashville, TN
• 10/2022 → 06/2023
  United Advisors America
  Prosper, TX
• 06/2023 → Present
  Virtue Capital Management, Lcl
  Brentwood, TN

Previous Registrations

• 2022-12-19 → 2023-06-06
  United Advisors America
  Prosper, TX
  Nashville, TN
• 2019-06-26 → 2021-03-12
  Valic Financial Advisors, Inc.
  Brentwood, TN

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-06-20
• S65 Uniform Investment Adviser Law Examination
  2019-03-19

Other Names

• Aristotle Lyon Mcdonald
• Aristotle Mcdonald