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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-04-27 |
Branch Locations
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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Johns Creek | GA | 01/2012 | 09/2016 |
| Impact Wealthbuilder, Llc | Hiawassee | GA | 09/2016 | Present |
| Blue Duck Wealth Management | Hayesville | NC | 02/2017 | 03/2018 |
| Virtue Capital Management, Llc | Brentwood | TN | 04/2018 | Present |
(1) IMPACT WEALTHBUILDER, LLC , Title: ORGANIZER - OWNER/ PRINCIPAL AGENT , Description: PERMANENT CASH VALUE LIFE AND FIXED INDEX ANNUITY PLANNING FOR FAMILIES AND SMALL BUSINESS OWNERS. WORKSHOP BASED FINANCIAL EDUCATION FOCUSED ON FAMILY/BUSINESS PROTECTION AND WEALTH ACCUMULATION. PRODUCT PROVIDERS PAY THEIR STANDARD COMMISSION SCHEDULE BASED ON SPECIFIC PRODUCTS., Start Date: 09-01-2016, Address: HIAWASSEE, GA, Investment-related? NO, Hours per month: 60, During trading hours: 40
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-13 |
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