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2333 Randolph Road Suite 250, Charlotte, NC 28207 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-01 |
| SC | RA | APPROVED | 2026-07-01 |
Branch Locations
2333 Randolph Road Suite 250, Charlotte, NC 28207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Resource Management | Deerfield | IL | 07/2013 | 06/2026 |
| Verum Partners Llc | Charlotte | NC | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-15 |
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