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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-07 |
Branch Locations
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
905 E Mlk Dr. Suite 228, Tarpon Springs, FL 34689 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Tax & Financial Services, Llc | Clearwater | FL | 01/2009 | Present |
| Freeport Mcmoran | Elizabeth | NJ | 06/2017 | 10/2018 |
| Horter Investment Management, Llc | Cincinnati | OH | 11/2018 | 09/2023 |
| Air Centers Of Florida | Tampa | FL | 11/2018 | 01/2023 |
| Virtue Capital Management, Llc | Brentwood | TN | 12/2024 | Present |
Key Tax & Financial Services, LLC Investment Related?: Yes 860 Green Valley Road Jackson, NJ 08527 Income Tax Preparation, accounting for Individuals and small business insurance sales Owner Start Date: 01/2009 Ashworth Inc. Winchester VA Sales Engineer - Florida
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-24 |
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