Jeremy Matthew Rettich

Current Employers

Employment History

• 01/2003 → Present
  Virtue Advisors
  Brentwood, TN
• 10/2013 → Present
  Virtue Capital Management, Llc
  Brentwood, TN
• 03/2006 → Present
  Virtue Financial Advisors Llc
  Brentwood, TN
• 11/2015 → Present
  Summit Capital Solutions, Llc
  Brentwood, TN
• 01/2019 → Present
  Ria Compliance Firm, Llc
  Brentwood, TN

Previous Registrations

• 2015-11-02 → 2016-12-31
  Summit Capital Solutions Llc
  Brentwood, TN
• 2007-04-10 → 2013-10-30
  Brookstone Capital Management Llc
  Wheaton, IL
• 2006-04-11 → 2006-10-03
  Kalos Management
  Nashville, TN
  Ponte Vedra Beach, FL

Other Businesses

1) VIRTUE FINANCIAL ADVISORS, LLC (VF); INVESTMENT RELATED; 6 CADILLAC DR., SUITE 310 BRENTWOOD TN 37027; INDIVIDUAL FINANCIAL SERVICES PRACTICE; MEMBER; START DATE 03/2006; 40 HOURS PER MONTH WITH 20 HOURS PER MONTH BEING DURING TRADING HOURS. LLC FORMED TO RECEIVE FEES AND/OR COMMISSIONS WHEN OFFERING CLIENTS INSURANCE AND/OR INVESTMENT PRODUCTS. 2)VIRTUE ADVISORS, LLC (VA); NON-INVESTMENT RELATED; 6 CADILLAC DR., SUITE 310 BRENTWOOD TN 37027; INSURANCE MARKETING ORGANIZATION; PRESIDENT; START DATE 01/2003; 120 HOURS PER MONTH WITH 20 HOURS PER MONTH BEING DURING TRADING HOURS; I AM THE CHIEF EXECUTIVE OFFICER OF THE INSURANCE MARKETING ORGANIZATION. 3) VIRTUE CAPITAL MANAGEMENT, LLC (VCM); INVESTMENT RELATED; 6 CADILLAC DR., SUITE 310 BRENTWOOD TN 37027; RIA; CHIEF EXECUTIVE OFFICER / IAR; START DATE 10/2013; 120 HOURS PER MONTH WITH 70 HOURS PER MONTH BEING DURING TRADING HOURS; VIRTUE CAPITAL MANAGEMENT IS A SEC REGISTERED INVESTMENT ADVISER. 4) THE ARMAMENT DEPOT; NON-INVESTMENT RELATED; 1836 CORINTH ROAD, MOUNT JULIET, TN 37122; FIREARMS AND AMMUNITION SALES; MEMBER; START DATE 10/2017; 3 - 5 HOURS PER MONTH WITH NO HOURS DURING TRADING HOURS; FIREARM AND AMMUNITION SALES. 5) SUMMIT CAPITAL SOLUTIONS, LLC(SUMMIT); INVESTMENT RELATED; 6 CADILLAC DR., SUITE 310 BRENTWOOD TN 37027; CHIEF EXECUTIVE OFFICER; A REGISTERED INVESTMENT ADVISER THAT IS AFFILIATED WITH VCM. SUMMIT OFFERS MODEL PORTFOLIOS/SIGNALS TO REGISTERED INVESTMENT ADVISER FIRMS. SUMMIT CAPITAL SOLUTIONS IS A SEC REGISTERED INVESTMENT ADVISER 6)RIA COMPLIANCE FIRM, LLC (RIACF); NON-INVESTMENT RELATED; 6 CADILLAC DR., SUITE 310 BRENTWOOD TN 37027; A COMPLIANCE CONSULTING FIRM THAT PROVIDES COMPLIANCE SERVICES TO REGISTERED INVESTMENT ADVISERS, INCLUDING VCM; START DATE 012019; THERE IS A POTENTIAL CONFLICT OF INTEREST IN THAT THERE IS AN ECONOMIC INCENTIVE TO RECOMMENT COMPLIANCE SERVICES OFFERED THROUGH RIACF TO REGISTERED INVESTMENT ADVISORS WHO USE VCM FOR SUB-ADVISORY SERVICES. 7) PRODUCERS EQUITY GROUP POSITION: MAJORITY SHAREHOLDER: NON-INVESTMENT RELATED HOURS: 0 HRS PER MONTH START DATE: 08/2008 ADDRESS: 6 CADILLAC DR., SUITE 310 BRENTWOOD TN 37027 DESCRIPTION: PEG SERVES AS THE HOLDING COMPANY FOR VIRTUE ADVISORS, LLC ("VA") 8) VIRTUE FINANCIAL HOLDINGS, LLC POSITION: MEMBER - NATURE: RIA INVESTMENT RELATED: YES NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 15 START DATE: 02/20/2015 ADDRESS: 6 CADILLAC DR., SUITE 310 BRENTWOOD TN 37027 DESCRIPTION: VFH IS THE HOLDING COMPANY FOR VIRTUE CAPITAL MANAGMENT, LLC. 10) JEREMY M. RETTICH TENNESSEE INVESTMENT SERVICE TRUST AGREEMENT ( "JMR TIST"); Position: GRANTOR; Description: JMR TIST OWNS A TENNESSEE SERIES LLC WHICH OWNS REAL ESTATE PROPERTY; Location: 6 CADILLAC DRIVE, SUITE 310, BRENTWOOD, TN 37027; Start Date: 4/1/2024; Investment Related: NO; Hours: 4-6; Hours during Trading: 0

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-11-11
• S65 Uniform Investment Adviser Law Examination
  2006-03-31

Other Names

• Jeremy Rettick