Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 56,898CFPs11,003 CFAs, 12,693 ChFCs
From the SEC’s compilation report of October 24, 2026, refreshed every morning. +89 since the file before. 53 firm joins and 232 departures in the latest file. 7 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
7 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Eric D. BrumaginJamestown, NC | Virtue Capital Management, LLC | Adviser only | – | Atlas | 2007 |
| 2Nick Dell'AquilaWinston-Salem, NC | Virtue Capital Management, LLC | Adviser only | – | Atlas | 2006 |
| 3Danielle A. GollehonAberdeen, NC | Virtue Capital Management, LLC | Adviser only | – | Atlas | 2022 |
| 4Jeffrey J. GollehonAberdeen, NC | Virtue Capital Management, LLC | Adviser only | ChFC | Atlas | 2007 |
| 5Jeffrey A. HeybrockHigh Point, NC | Virtue Capital Management, LLC | Adviser only | – | Atlas | 2013 |
| 6Larry R. JonesMooresville, NC | Virtue Capital Management, LLC | Adviser only | ChFC | Atlas | 2014 |
| 7Glenn W. MossellerGreensboro, NC | Virtue Capital Management, LLC | Adviser only | – | Atlas | 2012 |
From the SEC’s Investment Adviser Public Disclosure compilation report: investment adviser representatives, including those also registered as broker representatives. Personal contact details aren’t included.