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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-08-05 |
Branch Locations
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
1228 Guilford College Rd #101, Jamestown, NC 27282 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| First Fidelity North Carolina, Llc | Jamestown | NC | 02/2006 | 08/2018 |
| First Fidelity Wealth Advisors, Inc. | Jamestown | NC | 12/2006 | 08/2018 |
| Investment Marketing, Llc | Jamestown | NC | 06/1997 | 08/2018 |
| Horter Investment Management | Jamestown | NC | 02/2017 | 08/2018 |
| Jd Mellberg Financial | Tucson | AZ | 05/2018 | Present |
| Secure Investment Management | Tucson | AZ | 09/2018 | 04/2019 |
| Specialized Advisors, Llc | Dallas | TX | 04/2019 | 07/2019 |
| Virtue Capital Management, Llc | Brentwood | TN | 07/2019 | Present |
| Investment Marketing, Inc. | Jamestown | NC | 06/1997 | Present |
FIRST FIDELITY NC, LLC-, Title: MEMBER, Description: INSURANCE AND ANNUITY BUSINESS , Start Date: 07-10-1905, Address: LEWISVILLE, NC , Investment-related? NO, Hours per month: 100, During trading hours: 60
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1986-09-10 |
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