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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 | 2021-03-11 |
| LA | RA | APPROVED | 2021-03-09 |
| NC | RA | APPROVED | 2011-07-29 |
Branch Locations
280 S. Mangum Street Suite 550, Durham, NC 27701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verity Asset Mgmt | Durham | NC | 05/2000 | Present |
| Verity Financial Group | Durham | NC | 05/2000 | Present |
| The Leaders Group Dba Simplicity Investments | Summit | NJ | 11/2025 | Present |
1) Verity Asset Management - 5/1/2000 - 280 S Mangum Street, Suite 550, Durham, NC 27701- IAR, Advisory Services, Invt Rel, RA, 160 hrs/mo; 160 hrs/mo (during trading hours). 2) Verity Financial Group - 5/1/2000 - 280 S Mangum Street, Suite 550, Durham, NC 27701 - Agent, Independent Contractor, Invt Rel, Insurance business, 40 hrs/mo; 40 hrs/mo (during trading hours). 3) TSP Pilot, LLC - 10/30/2019 - 3520 Darwin Road, Durham, NC 27707- Consultant, Independent Consultant, Invt Rel, Thrift savings plan consulting, 5 hr/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-02 |
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