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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-04-09 |
Branch Locations
1322 N. Main Street Ext., Butler, PA 16001 • United States
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors | Butler | PA | 04/2016 | 12/2018 |
| Executive Financial Planning | Butler | PA | 01/2016 | Present |
| Executive Financial Group | Butler | PA | 01/2016 | Present |
| Virtue Capital Management, Llc | Brentwood | TN | 02/2019 | Present |
(1) EXECUTIVE FINANCIAL GROUP/EXECUTIVE FINANCIAL PLANNING, Title: INSURANCE SALES; ASSOCIATE INVESTMENT ADVISORY , Description: INDEPENDENTLY SELL LIFE INSURANCE AND ANNUITIES AND INVESTMENT ADVISORY, Start Date: 07-01-2018, Address: 1322 N. MAIN ST. EXT. BUTLER, PA 16001, Investment-related? YES, Hours per month: 60, During trading hours: 60
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-06 |
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