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8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-05-23 |
Branch Locations
9010 Corbin Ave #5, Northridge, CA 91324-3344 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Chatsworth | CA | 08/2012 | 05/2017 |
| Securities America, Inc. | Northridge | CA | 05/2017 | 10/2020 |
| Verus Capital Partners, Llc. | Northridge | CA | 05/2017 | Present |
| Lpl Financial, Llc | Northridge | CA | 10/2020 | Present |
1. 07/01/2017 - IHHS (INHOMESUPPORTIVESERVICES)/ OTHER-CAREGIVER/ NOT NVESTMENT RELATED/ 10%/ PORTER RANCH, CA 2. 07/01/2020 - HIGHLAND CAPITAL/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 10%/ BIRMINGHAM, AL 3. 10/21/2020 - Verus Capital Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 05/01/2017 - 50 Hours Per Month/4 Hours During Securities Trading - Time Spent 50% - 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 50 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. 06/07/2023 - Capitas Financial - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 06/01/2023 - 5 Hours Per Month/ 5 Hours During Securities Trading 5. 09/29/2023 - Business Owner - Caretaker - Not Investment Related - Chatsworth, CA - Start Date 06/19/2023 - 42 Hours Per Month/ 20 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-24 |
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