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280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2011-07-29 |
Branch Locations
280 S. Mangum Street Suite 550, Durham, NC 27701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verity Asset Mgmt | Durham | NC | 03/2001 | Present |
| Verity Financial | Durham | NC | 03/2001 | Present |
| Verity Investments, Inc | Durham | NC | 06/2011 | 11/2025 |
| The Leaders Group Dba Simplicity Investments | Summit | NJ | 11/2025 | Present |
1.) VERITY ASSET MGMT - 7/29/11 - 280 S Mangum Street, Suite 550, Durham, NC 27701 - Director & IAR, Offers investment advisory services, Invt Rel, RA business, 170 hrs/mo; 170 hrs/mo (during trading hours). 2.) VERITY FINANCIAL GROUP - 3/9/2001 - 280 S Mangum Street, Suite 550, Durham, NC 27701 - Officer, Back office support, Not Invt Rel, Insurance business, 1 hr/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-21 |
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