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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-08-05 |
Branch Locations
219 Williamson Rd. Suite 2202, Mooresville, NC 28117 • United States
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navstar Financial Services | Mooresville | NC | 09/2010 | Present |
| Horter Investment Management | Cincinnati | OH | 10/2014 | 07/2019 |
| Virtue Capital Management, Llc | Brentwood | TN | 07/2019 | Present |
| Navstar Financial Planning | Mooresville | NC | 01/2021 | Present |
(1) NAVSTAR FINANCIAL PLANNING, Title: AGENT/OWNER , Description: INSURANCE SALES, MEET WITH CLIENTS, FINANCIAL COUNSELING, COLLECTS FEE FOR COLLEGE PLANNING. , Start Date: 01-01-2021, Address: 219 WILLIAMSON RD SUITE 2202 MOORESVILLE, NC, Investment-related? NO, Hours per month: 240, During trading hours: 240 (2) COLLEGE FUNDING SOLUTIONS;, Title: COLLEGE ADVISOR, Description: COLLEGE ADVISOR FOR PARENTS SEEKING INFORMATION AND GUIDANCE ON THE COLLEGE EXPERIENCE, Start Date: 01-01-2022, Address: 219 WILLIAMSON RD SUITE 2202 MOORESVILLE, NC; , Investment-related? NO, Hours per month: 40, During trading hours: UNSURE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-08 |
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