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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2020-04-02 |
Branch Locations
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
1500 Medical Center Parkway Suite 3A-31, Murfreesboro, TN 37129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Murfreesboro | TN | 07/2004 | Present |
| First Heartland Capital Inc | Lake St Louis | MO | 03/2016 | 04/2020 |
| Virtue Capital Management, Llc | Brentwood | TN | 04/2020 | Present |
| Impact Holdings, Llc | Murfreesboro | TN | 08/2020 | Present |
(1) MATTHEW KENNEDY, Title: SOLE PROP. , Description: INSURANCE SALES. AGT, Start Date: 07-01-2004, Address: 805 S CHURCH ST, MURFREESBORO, TN. , Investment-related? YES, Hours per month: 100, During trading hours: 100 (2) IMPACT HOLDINGS, LLC , Title: FOUNDER, Description: PRACTIVE MANAGEMENT COACHING FOR DENTISITS , Start Date: 08-01-2020, Address: 21 S. PUBLIC SQUARE MURFREESBORO, TN 37130, Investment-related? NO, Hours per month: 50, During trading hours: 3 (3) THIRD BOX ADVISORS, LLC, Title: MEMBER, Description: COACHING/TRAINING INSURANCE ADVISORS, Start Date: 10/17/2022, Address: 21 S. PUBLIC SQUARE MURFREESBORO, TN 37130, Investment-related? NO, Hours per month: 20, During trading hours: 20 (4) KENNEDY ADVISORS, LLC, Title: OWNER, Description: INSURANCE SALES, Start Date: 10/17/2022, Address: 125 WYNDHAM CV MURFREESBORO TN 37129, Investment-related? NO, Hours per month: 80, During trading hours: 80
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-23 |
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