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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-09 |
Branch Locations
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
1555 Indian River Blvd Suite 130-A, Vero Beach, FL 32960 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Vero Beach | FL | 10/2006 | Present |
| Change Path Llc | Leawood | KS | 09/2018 | 12/2018 |
| Brookstone Capital Management | Wheaton | IL | 01/2019 | 06/2024 |
| Virtue Capital Management, Llc | Brentwood | TN | 08/2024 | Present |
PATHWAY TO RETIRE, LLC VERO BEACH FL LIFE AND HEALTH INSURANCE AGENT NOT INVESTMENT RELATED TAX PLAN ADVISORS MIDLOTHIAN VA REFER CLIENTS FOR TAX PLANNING NOT INVESTMENT RELATED MANA ESTATE DOCS DIY REVOCABLE TRUST AND ESTATE PLANNING SOFTWARE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-28 |
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