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Andrew Thomas Lai

Verite Financial, LLC

Mckinney, TX

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Current Employers
Verite Financial, Llc

Mckinney, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-16
  • TX RA
    APPROVED
    Since 2022-01-16

Branch Locations

Mckinney, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Collinson Group Plano TX 02/2020 Present
Signify Health Dallas TX 04/2019 02/2020
Alliance Data Systems Plano TX 12/2011 03/2019
Verite Financial, Llc Mckinney TX 12/2021 Present
  • 02/2020 → Present
    Collinson Group
    Plano, TX
  • 04/2019 → 02/2020
    Signify Health
    Dallas, TX
  • 12/2011 → 03/2019
    Alliance Data Systems
    Plano, TX
  • 12/2021 → Present
    Verite Financial, Llc
    Mckinney, TX
Designations

View on SEC IAPD

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