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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-01-23 |
Branch Locations
4400 Silas Creek Parkway Suite 200, Winston-Salem, NC 27104 • 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 |
|---|---|---|---|---|
| Horter Investment Management Llc | Cincinnati | OH | 11/2016 | 01/2019 |
| Dell'AQuila Insurance Services, Llc | Winston-Salem | NC | 08/2012 | 12/2019 |
| Dell'AQuila Financial, Inc. | Winston-Salem | NC | 05/2011 | Present |
| Equity Services Inc. Summit Advisory Group | Winston-Salem | NC | 05/2005 | 10/2016 |
| Virtue Capital Management, Llc | Brentwood | TN | 01/2019 | Present |
(1) DELL'AQUILA FINANCIAL INC, Title: PRESIDENT, Description: INSURANCE SALES , Start Date: 03-09-2009, Address: 4400 SILAS CREEK PARKWAY SUITE 200 WINSTON-SALEM, NC 27104,, Investment-related? NO, Hours per month: 100, During trading hours: 100 (2) SUMMIT ADVISORY GROUP, Title: BROKER/AGENT , Description: SERVICING ANNUITIES,, LIFE INSURANCE, DIS., LTC, ETC, Start Date: 08-01-2014, Address: 4400 SILAS CREEK PARKWAY SUITE 200, WINSTON-SALEM,NC,27103, Investment-related? NO, Hours per month: 30, During trading hours: 30 (3) LEGAL SHIELD/ID SHIELD , Title: AGENT , Description: SELL LIFE, DISABILITY AND HEALTH,LIFE INSURANCE SALES ONLY , Start Date: 07-11-1905, Address: 4400 SILAS CREEK PARKWAY SUITE 200 WINSTON-SALEM, NC 27104,, Investment-related? NO, Hours per month: 0, During trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-22 |
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