Zachary Taylor Mason

Employer firm

Verus Capital Partners, LLC CRD 151568

$2.29B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → 10/2020
  Securities America, Inc
  Scottsdale, AZ
• 09/2012 → Present
  Verus Capital Partners, Llc
  Scottsdale, AZ
• 10/2020 → Present
  Lpl Financial, Llc
  Scottsdale, AZ

Previous Registrations

• 2012-10-02 → 2014-12-31
  Verus Capital Partners, Llc
  Scottsdale, AZ

Other Businesses

1. 10/01/2011 - VERUS CAPITAL PARTNERS LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 5%/ 2068 DONOVAN DR, LINCOLN, CA 95648-2966 2. 01/01/2019 - CITIUS ADVISOR SOLUTIONS, LLC/ OTHER/ INVESTMENT RELATED/ 3%/ SCOTTSDALE, AZ 3. 12/01/2019 - NEW BREAK FINANCIAL/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 50%/ SAN DIEGO, CA 4. 01/01/2018 - MASON CAPITAL LLC/ BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY/ INVESTMENT RELATED/ 0%/ SCOTTSDALE, AZ 5. 09/01/2020 - WILDWOOD HOME COMPANY LLC/ OTHER/ NOT INVESTMENT RELATED/ 0%/ SCOTTSDALE, AZ 6. 10/20/2020 - Verus Capital Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 10/01/2011 - 80 Hours Per Month/n/a Hours During Securities Trading - Time Spent 40% - I provide investment advisory services through Verus Capital Partners, LLC an independent investment advisor firm. I started this business activity in 10/2020. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 01/19/2023 - Verus Capital Partners, LLC - DBA: Live Richly LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - 01/12/2023 - 25 Hours Per Month/15 Hours During Securities Trading - I provide investment advisory services through Verus Capital Partners, LLC, an independent investment advisor firm. I started this business activity in 01/2023. I expect to spend approximately 25 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8. 07/17/2023 - Advisors Excel, Wealthpoint - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 05/15/2023 - 4 Hours Per Month/ 2 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-09-22
• S63 Uniform Securities Agent State Law Examination
  2011-08-18

Other Names

• Zachary T Mason