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Current Employers
Verus Capital Partners, Llc

8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-01-08
TX RA APPROVED_RES 2017-01-17
CO RA APPROVED 2017-01-13
  • LA RA
    APPROVED
    Since 2026-01-08
  • TX RA
    APPROVED_RES
    Since 2017-01-17
  • CO RA
    APPROVED
    Since 2017-01-13

Branch Locations

2679 W Main Street, Suite 300, Littleton, CO 80120 • United States

8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Davis Cashflow Consultant Denver CO 03/2003 Present
Sterne Agee Investment Advisor Services, Inc. Birmingham AL 06/2016 01/2017
Securities America, Inc. Littleton CO 01/2017 10/2020
Verus Capital Partners, Llc Littleton CO 01/2017 Present
Arch Diocese Of Denver Littleton CO 08/2015 Present
Lpl Financial Llc Littleton CO 10/2020 Present
  • 03/2003 → Present
    Davis Cashflow Consultant
    Denver, CO
  • 06/2016 → 01/2017
    Sterne Agee Investment Advisor Services, Inc.
    Birmingham, AL
  • 01/2017 → 10/2020
    Securities America, Inc.
    Littleton, CO
  • 01/2017 → Present
    Littleton, CO
  • 08/2015 → Present
    Arch Diocese Of Denver
    Littleton, CO
  • 10/2020 → Present
    Lpl Financial Llc
    Littleton, CO
Previous Registrations
  • 2016-06-30 → 2017-01-19
    Birmingham, AL
  • 2010-03-31 → 2016-06-30
    Intl Advisory Consultants Inc.
    Birmingham, AL
    Littleton, CO
  • 2007-04-11 → 2010-03-29
    Gunnallen Financial, Inc
    Greenwood Village, CO
    Greenwood Village, CO
    Denver, CO
  • 2007-02-16 → 2007-05-15
    Investment Advisors International, Inc.
    Centennial, CO
Other Businesses

1. 06/15/2018 - SOUTH PLATTE INVESTMENTS & PLANNING/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 60%/ LITTLETON, CO 2. 02/01/2003 - DAVIS CASHFLOW CONSULTANTS, INC./ BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY/ INVESTMENT RELATED/ 1%/ LITTLETON, CO 3. 10/19/2020 - Verus Capital Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 01/11/2017 - 160 Hours Per Month/7 Hours During Securities Trading - Time Spent 5% - I provide investment advisory services through Verus Capital Partners, LLC, an independent investment advisor firm. I started this business activity in 10/2020. I expect to spend approximately 140 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 7/20/2021 - South Platte Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/14/2021 - 120 Hours Per Month/6 Hours During Securities Trading. 5. 10/8/2021 - Arch Diocese of Denver, St. Mary's Catholic School of Littleton - Not Investment Related - 6833 S Prince Street, Littleton, CO 80120 - Outside/W-2 Employment - Technology Coordinator - Started 08/01/2015 - 60 Hours Per Month During Securities Trading. 6. 02/22/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Independent Insurance Agent - Started 02/12/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 7. 11/20/2024 - South Platte Investments & Planning - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) -Start Date 02/12/2021 - 1 Hour Per Month/ During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-18
S63 Uniform Securities Agent State Law Examination 2000-07-10
  • S66 Uniform Combined State Law Examination
    2005-10-18
  • S63 Uniform Securities Agent State Law Examination
    2000-07-10

View on SEC IAPD

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