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2859 Paces Ferry Road Suite 635, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-12-20 |
| GA | RA | APPROVED | 2019-07-25 |
Branch Locations
2859 Paces Ferry Road Suite 635, Atlanta, GA 30339 • 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 |
|---|---|---|---|---|
| The Ayco Company, L.P. | Atlanta | GA | 01/2011 | 10/2018 |
| F3 Logic, Llc | Atlanta | GA | 10/2018 | 12/2019 |
| Mercer Allied | Atlanta | GA | 02/2011 | 10/2018 |
| Veracity Capital Llc | Atlanta | GA | 07/2019 | Present |
| Compass Securities Corporation | Braintree | MA | 06/2019 | 08/2020 |
| Veracity Capital Tax Advisors, Llc | Atlanta | GA | 02/2024 | Present |
John Rogers is a licensed insurance agent and principal with Veracity Capital Risk Management LLC. From time to time, he will offer clients advice or products from those activities. Clients should be aware that these services pay a commission and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Veracity Capital LLC always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients always have the right to decide whether or not to utilize the services of any representative of Veracity Capital LLC in such individual's outside capacities. 2 hours a month are spent on this activity during trading hours. No time is spent on this activity outside of trading hours. 1% of his yearly compensation is derived from this activity. Tax Preparer; Veracity Capital Tax Advisors, LLC; Is the business investment related: No; Location of the business: 2859 Paces Ferry Road Atlanta GA 30339 USA; Description of the business: Offers tax preparation and planning services; Responsibilities Duties: Tax preparation and planning services; Start date with business: 2024-02-01; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-15 |
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