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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 | 2023-07-11 |
Branch Locations
8000 Fair Oaks Pkwy Ste 202, Boerne, TX 78015-4742 • United States
280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Professionals Inc | San Antonio | TX | 03/2013 | 11/2016 |
| Managed Account Services Llc | Boca Raton | FL | 01/2017 | 03/2018 |
| Axio Financial Llc | New York | NY | 06/2018 | 02/2019 |
| Verity Asset Management | Durham | NC | 06/2023 | Present |
| Teachers Pension | Oakdale | CA | 12/2022 | Present |
| Self Employed | San Antonio | TX | 02/2019 | 12/2022 |
| Self Employed | San Antonio | TX | 12/2016 | 06/2018 |
| Investment Professionals | San Antonio | TX | 03/2013 | 12/2016 |
1. Teacher's Pension and Insurance Services, Inc.; Not investment-related; Oakdale, CA; Insurance agency; Agent; Insurance agent; 12/2022; 30 hours per month; 30 during market hours; Sell insurance and annuity products. 2. Nixon Group, LLC.; Not investment-related; Fair Oaks Ranch, TX; Insurance agency; Agent; 02/2012; 30 hours per month; 30 during market hours; Sell insurance and annuity products. 3. ROK Ventures, LLC.; Not investment-related; Fair Oaks Ranch, TX; Retail business; Owner; 01/2007; 0 hours per month; 0 during market hours; No duties. 4. Southwest Health Management; Not investment-related; Kirby, TX; Medical billing agency; Owner; 03/2021; 0 hours per month; 0 during market hours; No duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-13 |
| S66 | Uniform Combined State Law Examination | 2003-02-26 |
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