Investment Advisor Representative  
H. Don Stallworth 

115 E Main St

Ste A1B PMB 129

Buford, GA 30518

Call or Text: (877) 682-5280 
Fax: (770) 962-5371
 
Educational Background and Business Experience: 
Don Stallworth, D.O.B: April 28th, 1971. After high school attended Dekalb Community College in Atlanta, GA. Shortly after began a career in the financial industry in 1996 at NASE [National Association for the Self Employed [a 501(C)(6) non-profit organization] as a licensed insurance agent and small business specialist, providing health, life and disability insurance products to the public. Was promoted to sales management in 1999, then hired, trained and managed a team of 25 full-time agents over the next 3 years. Resigned from NASE in 2002 to open an independent agency, IBS-Insurance Brokerage Services, Inc., providing life, health, disability, Medicare supplements and Long Term Care products to the general public. In early 2009 converted existing agency to form RDS-Retirement Design Solutions, for the purpose of specializing in assisting retirees in their estate planning and investment objectives. Immediately attended advanced instruction training course at Asset Protectors & Advisors Group in Raleigh, NC, and later completed required course for the Series 65 exam to become registered as an (IAR) Investment Advisor Representative under (RIA) Virtue Capital Management, LLC.(VCM) a Registered Investment Advisor, RDS and VCM are independent of each other... and have since been utilizing this advanced education to maximize the level of assistance provided to all existing clients represented, as well as any new clients taken on. Compensation to RDS at this level is solely fee based, non-commission. 

Disciplinary Information: 
Don Stallworth does not have any disciplinary action to report. Public information concerning his registration as an investment advisor representative may be found by accessing the SEC's public disclosure site at www.adviserinfo.sec.gov.

Other Business Activities: 
Don Stallworth is a licensed insurance agent and President of Retirement Design Solutions, through which he may recommend insurance products offered by various insurance carriers for whom he functions as an agent and receive a commission for doing so. Please be advised that there is a potential conflict of interest in that there is an economic incentive to recommend insurance and other investment products offered through such insurance carriers. Please also be advised that Don strives to put clients’ interests first and foremost, and clients are not obligated to purchase insurance products through him.

Additional Compensation: 
Don Stallworth receives additional compensation through his business activities described above.

Supervision: 
Supervision of Don Stallworth is performed by Jeffrey Smith, Chief Compliance Officer, through reviews of internal transaction and security holdings reports, electronic and physical correspondence, and other internal reports as mandated by the firm and its regulatory authorities. Jeffrey Smith can be reached at 615-340-0801.

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Investment Advisor Representative  

Shane C. Stallworth 
115 E Main St

Ste A1B PMB 129

Buford, GA 30518

Call or Text: (877) 682-5280 
Fax: (770) 962-5371
 
Educational Background and Business Experience: 
Shane was originally going to college for computer programming before starting a family of his own and following Don into the financial industry at NASE in 1999. He now holds insurance licenses in multiple states, and also received his own Series 65 securities license to become an Investment Advisor Representative. He eventually left NASE and started his own agency as well. Don and Shane had separate agencies in the same industry and talked daily about their respective businesses, as well as shared ideas freely. After a few of years of discussions, they decided they could best serve their clients by coordinating their individual and unique strengths and combining their companies.

Disciplinary Information: 
Shane Stallworth does not have any disciplinary action to report. Public information concerning his registration as an investment advisor representative may be found by accessing the SEC's public disclosure site at www.adviserinfo.sec.gov.

Other Business Activities: 
Shane Stallworth is a licensed insurance agent and Owner of Retirement Design Solutions, through which he may recommend insurance products offered by various insurance carriers for whom he functions as an agent and receive a commission for doing so. Please be advised that there is a potential conflict of interest in that there is an economic incentive to recommend insurance and other investment products offered through such insurance carriers. Please also be advised that Shannon strives to put clients’ interests first and foremost, and clients are not obligated to purchase insurance products through him

Additional Compensation: 
Shane Stallworth receives additional compensation through his business activities described above.

 
Supervision: 
Supervision of Shane Stallworth is performed by Jeffrey Smith, Chief Compliance Officer, through reviews of internal transaction and security holdings reports, electronic and physical correspondence, and other internal reports as mandated by the firm and its regulatory authorities. Jeffrey Smith can be reached at 615-340-0801.