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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-05-06 |
| WI | RA | APPROVED | 2018-10-04 |
Branch Locations
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Poinciana, FL • 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 |
|---|---|---|---|---|
| Capital Financial Services, Inc. | Minot | ND | 10/2006 | 12/2016 |
| Horter Investment Management, Llc | Cincinnati | OH | 01/2017 | 10/2018 |
| Cornerstone Financial Advisors, Llc | Rochester | MN | 10/2006 | Present |
| Virtue Capital Management, Llc | Brentwood | TN | 10/2018 | Present |
(1) CORNERSTONE FINANCIAL ADVISORS, LLC , Title: PRESIDENT, Description: INSURANCE &/OR ANNUITY SALES, Start Date: 10-01-2006, Address: ROCHESTER, MN, Investment-related? NO, Hours per month: 45, During trading hours: 45
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-04 |
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