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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-02-07 |
| SC | RA | APPROVED | 2023-04-11 |
Branch Locations
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Chapin, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Agent | Denver | CO | 01/2009 | Present |
| Federal Employee Advocacy Group | Columbia | SC | 10/2015 | Present |
| Virtue Capital Management, Llc | Brentwood | TN | 04/2023 | Present |
Financial Education and Planning for Federal Employees Insurance Agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-04 |
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