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8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-27 |
| AZ | RA | APPROVED | 2015-01-01 |
Branch Locations
8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc. | Scottsdale | AZ | 11/2014 | 10/2020 |
| Verus Capital Partners, Llc | Scottsdale | AZ | 12/2014 | Present |
| Lpl Financial, Llc | Scottsdale | AZ | 10/2020 | Present |
1) 2014 - DBA for LPL Business (entity for LPL business) - Verus Capital Partners, LLC - 30% - Scottsdale, AZ 85251 2) 2014 - Non-Variable Insurance - Karen Longo - Investment Related - 5% - Scottsdale, AZ 85251 3) 2001 - Business Entity - Management Affiliates International, Inc. - Investment Related - Scottsdale, AZ 85251 4) 10/19/2020 - Verus Capital Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 12/01/2014 - 120 Hours Per Month/30 Hours During Securities Trading - Time Spent 65% - 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 140 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-03-13 |
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