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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-07-20 |
Branch Locations
150 Magnolia Square Court, Aberdeen, NC 28315 • 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 |
|---|---|---|---|---|
| Virtue Capital Management, Llc | Brentwood | TN | 07/2022 | Present |
| George Washington University | Washington | DC | 08/2016 | 06/2017 |
| Ohio State University | Columbus | OH | 08/2017 | 08/2019 |
| Thompson Greenspon | Fairfax | VA | 08/2019 | 05/2022 |
| Jg Financial Consulting | Aberdeen | NC | 06/2022 | Present |
(1) JG FINANCIAL CONSULTING, Title: FINANCIAL ADVISOR, Description: I AM AN EMPLOYEE OF JG FINANCIAL AND I ASSIST IN THE SALES AND MARKETING OF FIXED LIFE INSURANCE, FIXED ANNUITIES AND HEALTH INSURANCE PRODUCTS., Start Date: 7/1/2022, Address: 150 MAGNOLIA SQUARE COURT, ABERDEEN, NC 28315, Investment-related? NO, Hours per month: 160, During trading hours:160. (2) JG Financial Consulting, Title: CPA, Description: I will begin engaging in an outside business activity doing paid tax preparation as a CPA for JG Financial Consulting. This activity will involve preparing taxes for my investment clients, scheduled for 70 hours per month during the tax preparation season from January through April 15th and sporadically the rest of the year, Start Date: 1/25/2026, Address: 150 Magnolia Square Court, Aberdeen, NC 28315, Investment Related: No, Hours per month: 70, During trading hours:70.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-01 |
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