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242 Main Street, Staten Island, NY 10307 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-01-05 |
| NC | RA | APPROVED | 2021-01-04 |
Branch Locations
242 Main Street, Staten Island, NY 10307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Charlotte | NC | 05/2016 | 11/2018 |
| Royal Alliance Associates, Inc. | Charlotte | NC | 11/2018 | 12/2020 |
| Chelsea Financial Services | Staten Island | NY | 01/2021 | Present |
VERITUS FINANCIAL STRATEGIES POSITION: Certified Financial Planner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/30/2003 ADDRESS: 3011 Oliver Stanley Trail, Lancaster SC 29720, United States DESCRIPTION: Markets investment, insurance and financial planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-25 |
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