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Current Employers
Verity Asset Management

280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-03-09
NC RA APPROVED 2011-07-29
  • TX RA
    APPROVED
    Since 2021-03-09
  • NC RA
    APPROVED
    Since 2011-07-29

Branch Locations

205 Hillsborough Rd, Carrboro, NC 27510-1333 • United States

280 S Mangum St Ste 550, Durham, NC 27701-3676 • 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
Verity Asset Management, Inc Durham NC 04/2001 Present
Verity Investments, Inc. Durham NC 06/2011 11/2025
Verity Financial Group Durham NC 04/2001 Present
The Leaders Group Inc Dba Simplicity Investments Summit NJ 11/2025 Present
  • 04/2001 → Present
    Verity Asset Management, Inc
    Durham, NC
  • 06/2011 → 11/2025
    Verity Investments, Inc.
    Durham, NC
  • 04/2001 → Present
    Verity Financial Group
    Durham, NC
  • 11/2025 → Present
    The Leaders Group Inc Dba Simplicity Investments
    Summit, NJ
Previous Registrations
  • 2005-01-14 → 2011-07-29
    Verity Investments, Inc.
    Durham, NC
    Carrboro, NC
    Carrboro, NC
    Durham, NC
Other Businesses

1) Verity Asset Management - 4/1/2001 -250 S Mangum Street, Durham, NC 27701 - Registered Investment Advisor, Advisory Services, Invt Rel, RA, 160 hrs/mo; 160 hrs/mo (during trading hours). 2) Verity Financial Group - 4/1/2001 - 280 S Mangum Street, Durham, NC, 27701 - Independent Contractor, Sale of insurance and annuity products, Invt Rel, insurance business, 40 hrs/mo; 40 hrs/mo (during trading hours). 3) Manton Financial Services - 3/15/2002 - 205B Hillsborough Road, Carrboro, NC 27510 - President, Manage Practice, Invt Rel, Financial Services, 160 hrs/mo; 9 hrs/mo (during trading hours). 4) Dogwood Properties, LLC - 7/13/1995 - 361 Cemetary Road, Williamsburg, KY 4076915 - Member, Rental Property Management, Not Invt Rel, 4 hrs/mo; 1 hr/mo (during trading hours). 5) Manton Properties, LLC - 6/9/2000 - PO Box 1411 - Member, Rental Property Management, Not Invt Rel, 15 hrs/mo, 1 hr/mo (during trading hours). 6) Independent Insurance Agent - 12/30/1989 - 205B Hillsborough Road, Carrboro, NC 27510 - Agent, servicing existing clients, Invt Rel, insurance sales, 0 hrs/mo; 0 hrs/mo (during trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-09-29
S63 Uniform Securities Agent State Law Examination 1989-11-03
  • S65 Uniform Investment Adviser Law Examination
    1993-09-29
  • S63 Uniform Securities Agent State Law Examination
    1989-11-03
Designations
Other Names
  • Lorren M Bryant

View on SEC IAPD

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