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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2018-08-28 |
Branch Locations
733 Lake Harbour Drive Suite I, Ridgeland, MS 39157 • United States
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 |
|---|---|---|---|---|
| Horter Investment Management | Cincinnati | OH | 04/2018 | 08/2018 |
| Financial Works Usa | Ridgeland | MS | 05/2009 | Present |
| Virtue Capital Management, Llc | Brentwood | TN | 08/2018 | Present |
FINANCIAL WORKS USA , Title: INSURANCE SALES MANAGING PARTNER , Description: INSURANCE SALES OF LIFE AND FIXED ANNUITIES, Start Date: 05-09-2009, Address: ANNUITIES 733 LAKE HARBOUR DR SUITE I RIDGELAND MS 39157 , Investment-related? NO, Hours per month: 160-180, During trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-29 |
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