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280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-18 |
| NY | RA | APPROVED | 2021-10-27 |
Branch Locations
280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
3075 Veterans Memorial Hwy Ste 130, Ronkonkoma, NY 11779-7600 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 08/2010 | 05/2019 |
| Mutual, Inc. / Us Retirement Partners | Farmingville | NY | 01/1997 | 09/2018 |
| Unemployed | Mt. Sinai | NY | 05/2019 | 08/2020 |
| Verity Asset Management | Durham | NC | 08/2020 | Present |
| Verity Investments, Inc. | Durham | NC | 08/2020 | 11/2025 |
| Verity Financial | Durham | NC | 08/2020 | Present |
| Menna Wealth Planning Group | Mount Sinai | NY | 09/2020 | Present |
| The Leaders Group Dba Simplicity Investments | Summit | NJ | 11/2025 | Present |
1.) VERITY ASSET MGMT - 8/26/20 - 280 S Mangum Street, Suite 550, Durham, NC 27701 - CEO, Registered Investment Representative, Invt Rel, RA business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) VERITY FINANCIAL - 8/26/20 - 280 S Mangum Street, Suite 550, Durham, NC 27701 - CEO, Insurance Agent, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) MENNA WEALTH PLANNING - 9/1/20 -3075 Vets Mem Hwy, Suite 130, Ronkonkoma, NY 11779 - CEO, Financial Advisor, Invt Rel, Financial planning business, 160 hrs/mo; 160 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-05 |
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