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8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-03 |
| AZ | RA | APPROVED | 2017-02-09 |
Branch Locations
18325 N Allied Way Suite 220, Phoenix, AZ 85054 • United States
8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Financial, Inc. | Phoenix | AZ | 05/2013 | 01/2017 |
| J. W. Cole Advisors, Inc. | Tampa | FL | 05/2013 | 01/2017 |
| Securities America, Inc. | Phoenix | AZ | 01/2017 | 10/2020 |
| Verus Capital Partners, Llc | Phoenix | AZ | 01/2017 | Present |
PHILLIPS FINANCIAL SERVICES POSITION: tax prep NATURE: Tax Returns INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 18325 N Allied Way Suite 220, Phoenix AZ 85054 DESCRIPTION: preparing tax returns PHILLIPS FINANCIAL SERVICES POSITION: Owner NATURE: Term life insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2011 ADDRESS: 18325 N Allied Way Suite 220, Phoenix AZ 85054 DESCRIPTION: Term life insurance sales VERUS CAPITAL PARTNERS, LLC POSITION: IAR NATURE: Verus Capital Partners, LLC - Position: IAR - Nature: Investment Advisory Services - Investment Related: Yes - Start date: 1/2017 - Address: 18325 N Allied Way Suite 220, Phoenix AZ 85054 INVESTMENT RELATED: Yes NUMBER OF HOURS: 250 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2017 ADDRESS: 8300 N Hayden Road Suite A207, Scottsdale AZ 85258 DESCRIPTION: Investment advisory
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-26 |
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