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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2016-06-13 |
Branch Locations
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
100 South Jefferson Road #108, Whippany, NJ 07981 • 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 |
|---|---|---|---|---|
| Virtue Capital Management, Llc | Nashville | TN | 06/2016 | Present |
(1) ATLANTIC COLLEGE PLANNING, INC, Title: PRESIDENT/OWNER, Description: COLLEGE PLANNING SERVICES EXCUTIVE OVERSIGHT ON ACP POLICIES AND PROCEDURES, Start Date: 05-01-2013, Address: 100 SOUTH JEFFERSON ROAD, SUITE 100-9, WHIPPANY, NJ 07981 , Investment-related? NO, Hours per month: 60-120, During trading hours: 0-6+HRS (2) P.G.O. PARSIPPANY GROUP ONE, Title: OWNER, Description: REAL ESTATE HOLDING COMPANY FOR INHERITED HOME COLLETERAL FOR LLC MGT/DEBT ESTATE, Start Date: 02-01-2013, Address: MENDHAM, NJ , Investment-related? NO, Hours per month: 0, During trading hours: 0 (3) AUGUSTIN CLIENT SERVICES, Title: PRESIDENT / SOLE MBR NJ LLC, Description: MINIMAL SUPERVISION OF 1-3 IN OFFICE / REMOTE / INDEPENDENT CONTRACTORS / ADMIN / SECRETARIES WHO WILL PROVIDE ADMIN / BUSINESS PROCESSING / CLIENT SERVICES FOR NEW AND EXISTING CLIENTS, Start Date: 7/5/2023, Address: 100 SOUTH JEFFERSON ROAD, WHIPPANY, NJ 07981, Investment-related? NO, Hours per month: 16, During trading hours: 4 (4) EPEO SUPPLEMENTAL EMPLOYEE BENEFITS, NJ LLC, Title: PRESIDENT, Description: SUPPLEMENTAL EMPLOYEE BENEFITS CONSULTING THAT INCLUDE PREVIOUSLY APPROVED OBA ATLANTIC COLLEGE PLANNING SERVICES, Start Date: 1/17/2024, Address: 100 SOUTH JEFFERSON ROAD, WHIPPANY, NJ 07981, Investment-related? NO, Hours per month: 40, During trading hours: 0-10 (5) IRMAA ADVISOR GROUP LLC, Title: PRESIDENT, Description: PROVIDE EDUCATIONAL IRMAA INFORMATION AND OR CUSTOMIZED IRMAA REPORTS. SIMILAR TO COLLEGE PLANNING, EXPECT TO MEET WITH CLIENTS AFTER TRADING HOURS AND ON WEEKENDS. Start Date: 4/15/2024, Address: 100 SOUTH JEFFERSON ROAD, SUITE 108, WHIPPANY, NJ 07981, Investment-related? NO, Hours per month: 20, During trading hours: 8
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-24 |
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