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109 Holiday Ct Suite A6, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-01-05 |
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 |
|---|---|---|---|---|
| Anchor Financial | Brentwood | TN | 06/2013 | Present |
| Virtue Capital Management, Llc | Nashville | TN | 02/2017 | 05/2019 |
| First American National Investment Advisors, Llc | Spring Hill | TN | 07/2014 | 01/2017 |
| Optivise Advisory Services, Llc | Franklin | TN | 05/2019 | Present |
ANCHOR FINANCIAL, INSURANCE SERVICES AND COLLEGE PLANNING, BRENTWOOD, TN, PRESIDENT, INSURANCE AGENT AND FINANCIAL PLANNING AS OF 08/2013, 40 HRS PER WEEK, PROVIDE INSURANCE SERVICES ALONG WITH PROVIDING FINANCIAL SERVICES FOR COLLEGE PLANNING. Mr. Andres may make referrals for CPA or engineering services to a third party provider. If the client choices to engage with the third party for these services the third party will provide compensation to Mr. Andres for the referral. CHURCH OF THE CITY FRANKLIN TN NON - PROFIT MONITOR SERVICES, SCAN FOR WEAPONS, ON SITE SECURITY AND SAFTEY OF PATRONS VOLUNTEER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-15 |
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