Michael Waldorf Puck

Current Employers

Virtue Capital Management, Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-08-03
AZ	RA	APPROVED	2026-07-17
TX	RA	APPROVED_RES	2026-07-14

FL RA
APPROVED

Since 2026-08-03
AZ RA
APPROVED

Since 2026-07-17
TX RA
APPROVED_RES

Since 2026-07-14

Branch Locations

Peoria, AZ • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
Gf Investment Services, Llc	Sarasota	FL	07/2016	09/2016
Global Financial Private Capital, Llc	Sarasota	FL	07/2016	09/2016
The Burney Company	Reston	VA	10/2016	07/2021
Zega Financial, Llc	West Palm Beach	FL	07/2021	06/2024
Zega Investments	Palm Beach Gardens	FL	06/2024	06/2026
Virtue Capital Management, Llc	Peoria	AZ	07/2026	Present

07/2016 → 09/2016

Gf Investment Services, Llc

Sarasota, FL
07/2016 → 09/2016

Global Financial Private Capital, Llc

Sarasota, FL
10/2016 → 07/2021

The Burney Company

Reston, VA
07/2021 → 06/2024

Zega Financial, Llc

West Palm Beach, FL
06/2024 → 06/2026

Zega Investments

Palm Beach Gardens, FL
07/2026 → Present

Virtue Capital Management, Llc

Peoria, AZ

Previous Registrations

2024-09-18 → 2026-07-24

Zega Investments, Llc

Miami, FL

Palm Beach Gardens, FL
2021-07-12 → 2024-12-04

Zega Financial, Llc

Palm Beach Gardens, FL

Miami, FL
2016-12-16 → 2021-07-01

The Burney Company

Boca Raton, FL

Miami Beach, FL
2016-07-28 → 2016-09-23

Global Financial Private Capital, Inc.

Fort Lauderdale, FL

Sarasota, FL
2015-01-07 → 2016-03-29

J.P. Morgan Securities Llc

Boca Raton, FL

Boca Raton, FL
2012-12-20 → 2014-12-16

Td Ameritrade, Inc.

Fort Lauderdale, FL
2013-01-07 → 2014-12-16

Td Ameritrade Investment Management, Llc

Ft Lauderdale, FL
2010-10-06 → 2012-12-19

Morgan Stanley

Ft. Lauderdale, FL

Other Businesses

Rental Property Owner Not Investment Related

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-10-04

S66 Uniform Combined State Law Examination

2010-10-04

View on SEC IAPD