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Current Employers
Virtue Capital Management, Llc

12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2018-04-27
  • GA RA
    APPROVED
    Since 2018-04-27

Branch Locations

Hiawassee, GA • United States

12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2012 → 09/2016
    Transamerica Financial Advisors, Inc
    Johns Creek, GA
  • 09/2016 → Present
    Impact Wealthbuilder, Llc
    Hiawassee, GA
  • 02/2017 → 03/2018
    Blue Duck Wealth Management
    Hayesville, NC
  • 04/2018 → Present
    Brentwood, TN
Previous Registrations
  • 2017-03-29 → 2018-03-26
    Blue Duck Wealth Management
    Hayesville, NC
  • 2012-01-06 → 2016-09-23
    Philadelphia, PA
    Alpharetta, GA
  • 2009-05-05 → 2012-01-06
    Investment Advisors International, Inc.
    Duluth, GA
Other Businesses

(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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-02-13
  • S65 Uniform Investment Adviser Law Examination
    2009-02-13
Other Names
  • Terry White

View on SEC IAPD

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