JM
Jeremy Matthew Rettich
CRD 5080812
Firms
| Firm | Role | As of |
|---|---|---|
| Virtue Capital Management, Llc | Registered representative | 07/20/2026 |
| Summit Capital Solutions Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
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Summit Capital Solutions Llc
Chief Executive Officer · Less than 5% · Apr 2024
-
Summit Capital Solutions Llc
Grantor And Sole Trustee · 50% – 75% · Apr 2024
-
Virtue Capital Management, Llc
Chief Executive Officer · Less than 5% · Mar 2024
-
Virtue Capital Management, Llc
Grantor And Sole Trustee · GP / trustee / elected manager · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗