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13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-07 |
| FL | RA | APPROVED | 2026-08-04 |
Branch Locations
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • 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 | 05/2016 | 06/2019 |
| Simplicity | Bartlett | IL | 03/2016 | Present |
| Virtue Capital Management, Llc | Brentwood | TN | 07/2019 | 04/2026 |
| Advisorshare | Detroit | MI | 09/2021 | Present |
| Advisor Share Wealth Management, Llc | Vancouver | WA | 04/2026 | Present |
(1) SIMPLICITY , Title: AGENT, Description: PROVIDING LIFE AND ANNUITY PRODUCTS, Start Date: 03-01-2016, Address: Antioch, IL , Investment-related? NO, Hours per month: 5, During trading hours: 0 (2) ADVISORSHARE , Title: AGENT, Description: PROVIDING LIFE AND ANNUITY PRODUCTS, Start Date: 09-20-2021, Address: 20060 CANTERBURY RD DETROIT MI 48821 , Investment-related? NO, Hours per month: 5, During trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-14 |
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