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Raleigh, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-19 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Horter Investment Management, Llc | Williamston | MI | 10/2016 | 08/2017 |
| Freebridge Llc | Raleigh | NC | 04/2013 | Present |
| Naitech | Raleigh | NC | 02/2007 | Present |
| Retirement Wealth Advisors, Inc. | Williamston | MI | 09/2017 | 09/2020 |
| Barastone Llc | Raleigh | NC | 02/2018 | Present |
| Virtue Capital Management, Llc | Raleigh | NC | 08/2020 | 03/2025 |
| Heof Manager, Llc | Raleigh | NC | 07/2024 | Present |
| Aligned Wealth Solutions, Llc | Raleigh | NC | 03/2025 | Present |
1. FREEBRIDGE LLC, Title: INDEPENDENT INSURANCE AGENT , Description: LIFE INSURANCE, DISABILITY INSURANCE, AND ANNUITIES , Start Date: 04/01/2013, Investment-related? NO, Hours per month: 10, During trading hours: 10 2 NAITECH, Title: PRESIDENT , Description: FINANCIAL REPORTING ; IT CONSULTING AND SALES, Start Date: 02/01/2007, Investment-related? NO, Hours per month: 10, During trading hours: 10 3. BARASTONE, Title: CHIEF TECHNOLOGY OFFICER , Description: OVERSEE THE DEVELOPMENT AND DISSEMINATION OF TECHNOLOGY FOR EXTERNAL CUSTOMERS AND VENDORS TO HELP IMPROVE AND INCREASE BUSINESS, AS WELL AS, INTERNAL IT OPERATIONS., Start Date: 01/01/2022, Investment-related? NO, Hours per month: 20, During trading hours: 20 4. HEOF MANAGER, LLC; Title: Owner, Description: Asset manager to pooled investment vehicles: Start Date: 07/2024, Investment-related? YES, Hours per month: 20, During trading hours: 20
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-22 |
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