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Tamarac, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-12 |
Branch Locations
Tamarac, FL • United States
414 Old Clemson Highway, Seneca, SC 29672 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-14 |
| FL | RA | APPROVED | 2018-07-20 |
| GA | RA | APPROVED | 2010-10-05 |
| SC | RA | APPROVED | 2009-03-11 |
| NC | RA | APPROVED | 2009-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Magnolia Financial Planning Services, Inc. | Seneca | SC | 11/1998 | Present |
| Veridos Capital Llc | Tamarac | FL | 11/2022 | Present |
VERIDOS INCOME STABILITY FUND; GENERAL PARTNER; INVESTMENT RELATED: YES; 2140 SOUTH DUPONT HIGHWAY, CAMDEN, KENY COUNTY, DELAWARE, 19934; SPONSOR, GENERAL PARTNER, MANAGING MEMBER (OR EQUIVALENT) OF POOLED INVESTMENT VEHICLES; ASSET MANAGEMENT; 2019-09-09; HOURS DEVOTED TO BUSINESS DURING TRADING HOURS: 20; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 10;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-04 |
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