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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-10-02 |
Branch Locations
181 W Bagley Rd., Berea, OH 44017 • 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 |
|---|---|---|---|---|
| Cornerstone Asset Management Services, Inc. | Broadview Heights | OH | 09/2016 | 04/2017 |
| King Insurance & Financial Services | Berea | OH | 07/2012 | Present |
| Horter Investment Management | Cincinnati | OH | 04/2017 | 10/2020 |
| R.E. King Properties | Berea | OH | 04/2004 | Present |
| Virtue Capital Management | Brentwood | TN | 10/2020 | Present |
(1) KING INSURANCE AND FINANCIAL SERVICES INVESTMENT , Title: PRINCIPAL OWNER , Description: INSURANCE - PROPERTY/CASUALTY + LIFE AND FINANCIAL SERVICES - COLLEGE PLANNING & RETIREMENT PLANNING. , Start Date: 07-01-2012, Address: MURFREESBORO, TN 37130, Investment-related? YES, Hours per month: 204, During trading hours: 5 (2) REK PROPERTIES, LLC. , Title: PRESIDENT, Description: RENTAL PROPERTIES, Start Date: 06-01-2004, Address: 34454 LAUREL WAY AVON, OHIO 44011, Investment-related? NO, Hours per month: 4, During trading hours: 0 (3) COLLEGE PLANNING SOLUTIONS, LLC , Title: COLLEGE PLANNING ADVISOR , Description: COLLEGE PLANNING SERVICES , Start Date: 12-01-2020, Address: 181 W. BAGLEY RD., BEREA, OH 44017 , Investment-related? NO, Hours per month: 0, During trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-05-29 |
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