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Current Employers
Virtus Investment Advisers, Llc

One Financial Plaza 26Th Floor, Hartford, CT 06103 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2011-10-14
  • CT RA
    APPROVED
    Since 2011-10-14

Branch Locations

One Financial Plaza 26Th Floor, Hartford, CT 06103 • United States

Rochester, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Virtus Investment Partners Chehalis WA 10/2011 Present
Vp Distributors Inc Chehalis WA 10/2011 Present
  • 10/2011 → Present
    Virtus Investment Partners
    Chehalis, WA
  • 10/2011 → Present
    Vp Distributors Inc
    Chehalis, WA
Previous Registrations
  • 2011-06-24 → 2011-09-16
    Purcell Advisory Services, Llc
    Tacoma, WA
  • 2010-01-01 → 2010-06-05
    Atlanta, GA
  • 2005-10-18 → 2010-01-01
    Invesco Aim Private Asset Management, Inc.
    Houston, TX
Other Businesses

RENTAL PROPERTY; 3862 AVENUE C, BILLINGS MT 59102; BUSINESS IS NOT INVESTMENT RELATED; NATURE OF OTHER BUSINESS: RENTER'S INCOME; POSITION: OWNER; START DATE: 10/28/21; 1 HR/WEEKLY DEVOTED TO OTHER BUSINESS; O HRS DEVOTED DURING SECURITIES TRADING HOURS; DUTIES: NO DUTIES IN REGARD TO RENTAL PROPERTY. THE PROPERTY IS MANAGED BY RAINBOW PROPERTIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-08-28
S63 Uniform Securities Agent State Law Examination 1996-11-08
  • S65 Uniform Investment Adviser Law Examination
    1998-08-28
  • S63 Uniform Securities Agent State Law Examination
    1996-11-08

View on SEC IAPD

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