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Ian Hunter Tannehill

Osaic Institutions, Inc.

Winston-Salem, NC

Salisbury, NC

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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-01-02
  • NC RA
    APPROVED
    Since 2024-01-02

Branch Locations

5002 Peters Creek Parkway, Winston-Salem, NC 27127 • United States

1525 Jake Alexander Blvd S, Salisbury, NC 28146 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Bank Wealth Management Salisbury NC 05/2022 Present
Bankers Life Greensboro NC 04/2021 04/2022
Red Onion Cafe Boone NC 07/2019 04/2021
Come Back Shack Boone NC 07/2018 07/2019
Unemployed Lexington NC 01/2013 05/2017
Dominos Pizza Winston Salem NC 05/2017 09/2017
Unemployed Boone NC 09/2017 06/2018
Infinex Investments, Inc. Meriden CT 01/2023 Present
  • 05/2022 → Present
    First Bank Wealth Management
    Salisbury, NC
  • 04/2021 → 04/2022
    Bankers Life
    Greensboro, NC
  • 07/2019 → 04/2021
    Red Onion Cafe
    Boone, NC
  • 07/2018 → 07/2019
    Come Back Shack
    Boone, NC
  • 01/2013 → 05/2017
    Unemployed
    Lexington, NC
  • 05/2017 → 09/2017
    Dominos Pizza
    Winston Salem, NC
  • 09/2017 → 06/2018
    Unemployed
    Boone, NC
  • 01/2023 → Present
    Infinex Investments, Inc.
    Meriden, CT
Other Businesses

1.) Davidson County Schools. North Davidson Lacrosse. Head Coach. Not investment related. Started Feb 2025. Approx 40 hours per month. 0 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-30
  • S66 Uniform Combined State Law Examination
    2023-12-30

View on SEC IAPD

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VIRTUE CAPITAL MANAGEMENT, LLC

Other Investors

DALE MARTIN BROWN
DAVID BRIAN REA
JAMES JOYNER EDMUNDSON
KRISTOPHER SHEA ABERNETHY
JESSE FRANKLIN GOINS
KENNETH SCOTT JONES
GEORGE GARFIELD KEENER
MATTHEW STEPHEN SIMMONS

Other Offices

SALEM INVESTMENT COUNSELORS INC · WINSTON SALEM, NC
JT STRATFORD, LLC · WINSTON-SALEM, NC
DARDA FINANCIAL · WINSTON-SALEM, NC
FIRST CITIZENS INVESTOR SERVICES, INC. · WINSTON-SALEM, NC
CETERA INVESTMENT ADVISERS LLC · WINSTON-SALEM, NC
PRINCIPAL SECURITIES, INC. · WINSTON SALEM, NC
PARK AVENUE SECURITIES LLC · WINSTON-SALEM, NC
VIRTUE CAPITAL MANAGEMENT, LLC · WINSTON-SALEM, NC

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