Michael Paul Mall

Current Employers

Employment History

• 02/2003 → Present
  Mall Retirement Group Llc
  Marlton, NJ
• 02/2003 → Present
  Mall Retirement Group, Llc
  Marlton, NJ
• 08/2010 → Present
  Mall Retirement Group, Llc
  Marlton, NJ
• 07/2014 → Present
  Virtue Capital Management
  Nashville, TN
• 07/2019 → Present
  Fusion Capital Management
  Dallas, TX
• 08/2021 → Present
  Nexus Medicare Solutions, Llc
  Cherry Hill, NJ

Previous Registrations

• 2014-07-10 → 2019-07-08
  Virtue Capital Management, Llc
  Marlton, NJ
  Brentwood, TN
  Cherry Hill, NJ
• 2010-08-27 → 2014-07-03
  Brookstone Capital Management Llc
  Marlton, NJ
  Wheaton, IL

Other Businesses

1A) DBA - MALL RETIREMENT GROUP LLC; INVESTMENT RELATED; 525 ROUTE 73 NORTH, SUITE 104, MARLTON, NJ 08053; INSURANCE; PRESIDENT/OWNER/INSURANCE AGENT; START DATE 02/2003; 15 HOURS PER MONTH WITH ALL 15 HOURS PER MONTH BEING DURING TRADING HOURS; IN CONJUCTION WITH DESIGNING AND IMPLEMENTING RETIREMENT PLANS OR ASSET ALLOCATIONS, PLACE LIFE INSURANCE PRODUCTS, FIXED OR FIXED INDEXED ANNUITIES, AND LTC INSURANCE. 1B) DBA - MALL RETIREMENT GROUP, LLC; INVESTMENT RELATED; 525 ROUTE 73 NORTH, SUITE 104, MARLTON, NJ 08053; INVESTMENT ADVISORY REPRESENTATIVE; PRESIDENT/OWNER; START DATE 08/2010; 25 HOURS PER MONTH WITH ALL 25 HOURS PER MONTH BEING DURING TRADING HOURS; IN CONJUNCTION WITH DESIGNING AND IMPLEMENTING RETIREMENT PLANS OR ASSET ALLOCATIONS, UTILIZE REGISTERED INVESTMENT ADVISOR AND ITS 3RD PARTY MONEY MANAGERS TO MANAGE CLIENTS' INVESTMENTS; SEPARATELY, PROVIDE HOURLY OR FEE-ONLY FINANCIAL PLANNING. 2) VIRTUE CAPITAL MANAGEMENT; INVESTMENT RELATED; 22 CENTURY BLVD, SUTE 455, NASHVILLE, TN 37214; REGISTERED INVESTMENT ADVISOR; INVESTMENT ADVISOR REPRESENTATIVE; START DATE 07/2014; 80 HOURS PER MONTH WITH ALL 80 HOURS PER MONTH BEING DURING TRADING HOURS; INVESTMENT ADVISORY: FEE-BASED OR FEE-ONLY FINANCIAL PLANNING. 3) Nexus Medicare Solutions, LLC. Investment related, Cherry Hill, NJ, Medicare Business, Founder and CFO, Start date: 8/15/2021, 2 hours per month, 2 hours per month during securities trading hours, CFO duties. PROEQUITIES INC. REGISTERED REPRESENTATIVE INVESTMENT RELATED MALL RETIREMENT GROUP, LLC POSITION: OWNER NATURE: INSURANCE AGENT INVESTMENT RELATED: YES NUMBER OF HOURS: 15 INVESTMENT RELATED HOURS: 15 START DATE: 02/01/2003 ADDRESS: 525 ROUTE 73 N, SUITE 104, MARLTON NJ 08053 DESCRIPTION: IN CONJUNCTION WITH DESIGNING AND IMPLEMENTING RETIREMNET PLANS OR ASSET ALLOCATIONS, PLACE LIFE INSURANCE PRODUCTS, FIXED OR FIXED INDEXED ANNUITIES, AND LONG TERM CARE INSURANCE. MALL RETIREMENT GROUP, LLC POSITION: OWNER NATURE: INVESTMENT ADVISOR REPRESENTATIVE INVESTMENT RELATED: YES NUMBER OF HOURS: 25 INVESTMENT RELATED HOURS: 25 START DATE: 08/01/2010 ADDRESS: 525 ROUTE 73 NORTH, SUITE 104, MARLTON NJ 08053 DESCRIPTION: UTILIZE REGISTERED INVESTMENT ADVISOR AND ITS THIRD PARTY MONEY MANAGERS TO MANAGE CLIENTS INVESTMENTS. VIRTUE CAPITAL MANAGEMENT POSITION: INVESTMENT ADVISOR REPRESENTATIVE NATURE: REGISTERED INVESTMENT ADVISOR INVESTMENT RELATED: YES NUMBER OF HOURS: 80 INVESTMENT RELATED HOURS: 80 START DATE: 07/03/2014 ADDRESS: 22 CENTURY BLVD, SUITE 455, NASHVILLE TN 37214 DESCRIPTION: INVESTMENT ADVISORYL; FEE-BASED OR FEE-ONLY FINANCIAL PLANNING

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-10-24
• S65 Uniform Investment Adviser Law Examination
  2010-07-19

Designations