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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-08-22 |
Branch Locations
21550 Oxnard St. Suite 300, Woodland Hills, CA 91364 • United States
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Horter Investment Management | Cincinnati | OH | 07/2015 | 08/2019 |
| Retirement Thru Design | Encino | CA | 01/2005 | Present |
| Virtue Capital Management, Llc | Brentwood | TN | 08/2019 | Present |
RETIREMENT THRU DESIGN DBA FORTE INSURANCE SOLUTIONS , Title: SELF EMPLOYED, Description: INSURANCE AND ANNUITY SALES, Start Date: 01-01-2005, Address: 21550 OXNARD STREET #300 WOODLAND HILLS, CA 91367, Investment-related? YES, Hours per month: 80, During trading hours: 80 BRIGHTON ADVISORY GROUP, Title: REFERRER, Description: ON OCCASION I REFER INDIVIDUALS TO BRIGHTON ADVISORY GROUP FOR SERVICES I DO NOT COVER. Start Date: 1/3/2022, Address: 5704 LINDLEY ENCINO CA 91316, Investment-related? NO, Hours per month: 0-5, During trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1985-04-29 |
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