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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-06-17 |
Branch Locations
1540 International Parkway Ste 2000, Lake Mary, FL 32746 • 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 |
|---|---|---|---|---|
| Xexis, Inc. | Lake Mary | FL | 01/2004 | Present |
| Horter Investment Management, Llc | Cincinnati | OH | 06/2013 | 10/2018 |
| Secure Investment Management, Llc | Tucson | AZ | 10/2018 | 02/2019 |
| Virtue Capital Management, Llc | Brentwood | TN | 06/2019 | Present |
(1) XEXIS PRIVATE WEALTH INVESTMENT , Title: OWNER, Description: INSURANCE AND ANNUITY SALES , Start Date: 04-01-2005, Address: 1540 INTERNATIONAL PARKWAY 2ND FLOOR LAKE MARY, FL 32746 , Investment-related? YES, Hours per month: 120, During trading hours: 120 (2) AXE THE TAX SERVICES, LLC , Title: OWNER, Description: ADVISE CLIENTS ON TAX PREPARATION SERVICES , Start Date: 11-01-2019, Address: 1540 INTERNATIONAL PARKWAY LAKE WAY, FL, Investment-related? NO, Hours per month: 5, During trading hours: 5 (3) ASSOCIATION OF FINANCIAL CONSULTANTS, Title: EDUCATOR, Description: NON-PROFIT THAT WE WORK WITH TO HOST EDUCATIONAL EVENTS, Start Date: 4/1/2024, Address: 125 E INDIANA AVE SUITE B, DELAND, FL 32724, Investment-related? NO, Hours per month: 8, During trading hours: 4
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-18 |
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