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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
12647 New Brittany Blvd., Fort Myers, FL 33907 • United States
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Taylor Enterprises Of Sw Fl Dba: Premier Financial Group | Ft. Myers | FL | 01/2005 | Present |
| Horter Investment Management, Llc | Cincinnati | OH | 03/2014 | 06/2019 |
| Virtue Capital Management, Llc | Brentwood | TN | 06/2019 | Present |
(1) TAYLOR ENTERPRISES OF SW FL, DBA: PREMIER FINANCIAL GROUP , Title: PRESIDENT, Description: OFFER AND SELL: ANNUITIES, LIFE INSURANCE, LONG TERM CARE, MEDICARE SUPPLEMENTS, Start Date: 01-01-2005, Address: 12647 NEW BRITTANY BLVD. FORT MYERS, FL 33907, Investment-related? YES, Hours per month: 200, During trading hours: 160
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-03 |
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