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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-12-06 |
Branch Locations
Schaumburg, IL • 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 |
|---|---|---|---|---|
| Safe Money Concepts | Schaumburg | IL | 03/2003 | 11/2021 |
| Virtue Capital Management, Llc | Brentwood | TN | 12/2022 | Present |
| Oneamerica Securities | Schaumburg | IL | 11/2021 | 12/2022 |
| Praxis Capital Management | Schaumburg | IL | 06/2019 | 11/2021 |
| Red Oak Risk Management | St. Charles | IL | 11/2021 | 10/2022 |
Non-variable insurance sales (fixed life, fixed annuities)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-09 |
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