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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2018-08-01 |
Branch Locations
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
440 6Th Avenue, Dayton, KY 41074 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oak Hill Financial Group, Inc. / Millard Advisors | Bellevue | KY | 05/2001 | Present |
| Horter Investment Management | Cincinnati | OH | 08/2017 | 07/2018 |
| Virtue Capital Management, Llc | Brentwood | TN | 07/2018 | Present |
(1) OAK HILL FINANCIAL INC. / MILLARD ADVISORS , Title: PRESIDENT, Description: TAX PREPARATION AND SALE OF INSURANCE AND ANNUITY PRODUCTS, Start Date: 11-01-2000, Address: 440 6TH AVENUE DAYTON, KY 41074, Investment-related? YES, Hours per month: 100, During trading hours: 4 (2) JIMMY GHANOTAKIS CHARITIES INC, Title: DIRECTOR, Description: NON PROFIT CORPORATION RELATED TO ANY AND ALL CHARITABLE ACTIVITIES ALLOWED BY LAW, Start Date: 12-01-2013, Address: 440 6TH AVENUE DAYTON, KY 41074, Investment-related? NO, Hours per month: 5, During trading hours: 0 (3) JAY AND MARSHA MILLARD FOUNDATION INC, Title: DIRECTOR, Description: NON PROFIT CORPORATION RELATED TO ANY AND ALL CHARITABLE ACTIVITIES ALLOWED BY LAW. , Start Date: 09-01-2017, Address: 440 6TH AVENUE DAYTON, KY 41074, Investment-related? NO, Hours per month: 5, During trading hours: 0 (4) TWIN RAILS SOBER LIVING FACILITY, Title: DIRECTOR, Description: TEMPORARY HOUSING AND COUNSELING FOR RECOVERING SUBSTANCE ABUSE CLIENTS, Start Date: 09-01-2017, Address: 1629 MADISON AVENUE COVINGTON, KY 41011, Investment-related? NO, Hours per month: 20, During trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-09 |
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