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Achieving Veritas LLC CRD 327170
$70.1M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1301 Plantation Island Drive S. Suite 201B, St. Augustine, FL 32080 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-09 |
Branch Locations
1301 Plantation Island Drive S. Suite 201B, St. Augustine, FL 32080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Accrete Group Llc | Las Vegas | NV | 12/2022 | Present |
| Wealth Creation Group, Lp | Lithia | FL | 08/2012 | 12/2022 |
| Achieving Veritas Llc | St. Augustine | FL | 05/2024 | Present |
Accrete Group, LLC; No; Las Vegas, NV; Consulting services; Managing Member; 12/2022; 80/ HRS MO; 80/ HRS MO;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-21 |
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