Best Investors
Account
Sign in
Best Investors
Account
Sign in
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-08-27 |
Branch Locations
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 |
|---|---|---|---|---|
| Keeley Financial | Roanoke | VA | 01/2014 | Present |
| Horter Investment Mangement | Cincinnati | OH | 11/2014 | 08/2020 |
| Roanoke Cosmopolitan Club | Roanoke | VA | 11/2019 | Present |
| Virtue Capital Management | Brentwood | TN | 08/2020 | Present |
(1) KEELEY FINANCIAL , Title: OWNER, Description: LIFE, DISABILITY, ANNUITY, AND LONG TERM CARE INSURANCE SALES, Start Date: 01-01-2014, Address: 3104 WEST RIDGE RD SW, ROANOKE, VA 24014 , Investment-related? NO, Hours per month: 160, During trading hours: 160 (2) ROANOKE COSMOPOLITAN CLUB , Title: TREASURER , Description: TREASURER, WITH SIGNING AUTHORIZATION FOR TWO CHECKING ACCOUNTS. ONE FOR THE ROANOKE COSMOPOLITAN CLUB FOUNDATION WHICH HOLDS AND DISTRIBUTES MONEY RAISED IN RELATION TO THE CLUB'S ANNUAL FUNDRAISER AND COSMOPOLITAN TRACK AND FIELD MEET. ANOTHER FOR COLLECTING CLUB MEMBERSHIP DUES AND PAYING CLUB EXPENSES, Start Date: 11-14-2019, Address: 3104 WEST RIDGE RD SW ROANOKE, VA 24014 , Investment-related? NO, Hours per month: 2, During trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-15 |
Reach out to this advisor