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2859 Paces Ferry Road Suite 635, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-13 |
| TX | RA | APPROVED_RES | 2021-12-20 |
Branch Locations
4100 Newport Place Suite 255, Newport Beach, CA 92660 • United States
2859 Paces Ferry Road Suite 635, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company Lp | Irvine | CA | 01/2007 | 11/2018 |
| F3 Logic, Llc | Costa Mesa | CA | 11/2018 | 12/2019 |
| Veracity Capital Llc | Newport Beach | CA | 11/2018 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2020 | 03/2022 |
| Mj Ventures | Costa Mesa | CA | 12/2021 | Present |
| Sandpiper Exchange Llc | Costa Mesa | CA | 06/2022 | Present |
| Veracity Capital Tax Advisors, Llc | Newport Beach | CA | 02/2024 | Present |
MJ Ventures; Investment Related; 2729 Sandpiper Dr, Costa Mesa, CA 92626; Real Estate; Partner/Owner; 12/2021; 0; 2; Partership to invest in real estate, specifically residential rental properties. Procure, renovate, and maintain property. SANDPIPER EXCHANGE LLC; OWNER; INVESTMENT RELATED: NO; 2729 SANDPIPER DR. COSTA MESA CA 92626 USA; E-COMMERCE; FUNDING; 2022-06-16; HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 2; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 5; Tax Preparer; Veracity Capital Tax Advisors, LLC; Is the business investment related: No; Location of the business: Newport Beach, CA; 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; Veracity Capital Risk Management - Fixed Insurance; Not investment related; 4100 Newport Place, Ste 255, Newport Beach, CA 92660; Fixed / traditional insurance; Agent, CFO; 11/13/2020; 4 hrs/mo; Sales of fixed / traditional insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-03 |
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