Ellen Beaman Bailey

Current Employers

Employment History

• 08/2013 → 11/2016
  Morgan Stanley
  Raleigh, NC
• 01/2015 → 11/2016
  Morgan Stanley Private Bank, National Association
  New York, NY
• 12/2016 → 06/2020
  Bb&T Securities
  Raleigh, NC
• 07/2020 → Present
  Verity Asset Management
  Durham, NC
• 07/2020 → 11/2025
  Verity Investments, Inc.
  Durham, NC
• 06/2020 → 04/2022
  Appreciation Financial
  Henderson, NV
• 11/2025 → Present
  The Leaders Group Dba Simplicity Investments
  Summit, NJ

Previous Registrations

• 2016-12-06 → 2020-06-19
  Bb&T Securities, Llc
  Raleigh, NC
• 2014-07-14 → 2016-11-17
  Morgan Stanley
  Raleigh, NC

Other Businesses

1) Verity Asset Management, Inc.; Investment-related; Durham NC; Registered Investment Adviser; Contractor; Investment advisor representative; 07/2020; 160 hours per month; 160 during market hours; Investment advisory services. 2) Advisor Share, LLC.; Not investment-related; Raleigh, NC; Insurance agency; Contractor; Agent; 05/2022; 8 hours per month; 8 during market hours; Sell insurance and annuity products. 3) Blue Heron Landing, LLC.; Not investment-related; Raleigh, NC; Pass through entity; Officer; Managing member; 12/2019; 1 hour per month; 1 during market hours; Administrative duties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-09-30
• S63 Uniform Securities Agent State Law Examination
  2009-11-24

Designations

Other Names

• Ellen Beaman Johnson
• Ellen Johnson
• Ellen Beaman Bailey
• Ellen Bailey
• Ellen Beaman Johnson
• Ellen Johnson Bailey
• Ellen Beaman Johnson Bailey