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13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-02-20 |
Branch Locations
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
Harveysburg, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Virtue Capital Management, Llc | Brentwood | TN | 11/2018 | 01/2025 |
| Cincinnati Fire Department | Cincinnati | OH | 02/1995 | 11/2024 |
| Kozak Financial | Cincinnati | OH | 12/2000 | Present |
| Ohio Military Reserve | Columbus | OH | 04/2018 | 09/2024 |
| Advisor Share Wealth Management, Llc | Vancouver | WA | 01/2025 | Present |
(1) AMWAY, Title: INDEPENDENT BUSINESS OWNER, Description: SELL FOOD SUPPLEMENTS, VITAMINS, WELLNESS PRODUCTS AND HOME CARE PRODUCTS AND RECRUIT, Start Date: 08/09/2022, Address: 5101 SPAULDING PLAZA SE, ADA MI 49355, Investment-related? NO, Hours per month: 8, During trading hours: 0 (2) CHESTER FIRE DEPARTMENT, Title: FIREFIGHTER, Description: PUBLIC SAFETY, Start Date: 02-01-1995, Address: CHESTER TOWNSHIP OHIO, Investment-related? NO, Hours per month: 72, During trading hours: 8 hrs, (3) Elite Resources Team, Affiliate, They train advisors to work with CPAs in order to find business for both
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-26 |
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