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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2018-09-27 |
Branch Locations
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
14301 N 87Th St Suite 213, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Secured Financial Solutions, Llc | Scottsdale | AZ | 11/2016 | Present |
| Horter Investment Management, Llc | Cincinnati | OH | 01/2017 | 09/2018 |
| Arizona's Insurance, Llc | Scottsdale | AZ | 02/2009 | Present |
| Budwig Team Marketing/Realty One Group | Scottsdale | AZ | 02/2016 | 10/2016 |
| Virtue Capital Management, Llc | Brentwood | TN | 09/2018 | Present |
(1) SECURED FINANCIAL SOLUTIONS, LLC , Title: INDEPENDENT INSURANCE AGENT , Description: CLIENT SERVICES/SALES & MARKETING, Start Date: 11-01-2016, Address: SCOTTSDALE, AZ , Investment-related? YES, Hours per month: 140, During trading hours: 7 (2) ARIZONA'S INSURANCE, LLC , Title: OWNER/PRESIDENT , Description: INSURANCE SALES & MARKETING , Start Date: 02-01-2009, Address: SCOTTSDALE, AZ , Investment-related? YES, Hours per month: 30, During trading hours: 1 (3) CHRISTOPHER CREEK GENERAL STORE, LLC , Title: OWNER, Description: OWNER/OPERATOR, Start Date: 04-25-2022, Address: 1101 E CHRISTOPHER CREEK LOOP PAYSON, AZ 85541 , Investment-related? NO, Hours per month: 80, During trading hours: 40
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-07 |
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