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8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-03-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kenneth M. Perkins, Cpa, Pc | South Boston | VA | 12/2011 | Present |
| Black Walnut Baptist Church | Alton | VA | 10/2009 | Present |
| Avantax Investment Services, Inc. | South Boston | VA | 07/2014 | 11/2021 |
| Avantax Advisory Services | South Boston | VA | 03/2015 | 11/2021 |
| Kenneth M Perkins Wealth Mgmt | South Boston | VA | 07/2016 | Present |
| Avantax Insurance Agency, Llc | South Boston | VA | 04/2018 | 11/2021 |
| Lpl Financial, Llc | South Boston | VA | 11/2021 | Present |
| Verus Capital Partners, Llc | South Boston | VA | 11/2021 | Present |
1) 7/2016 - DBA for LPL Business (entity for LPL business) - KENNETH M PERKINS WEALTH - Investment Related - 25% - South Boston, VA 24592 2) 5/2018 - Notary - Michelle Fulcher - 1% - South Boston, VA 24592 3) 10/2009 - Outside/W-2 Employment - BLACK WALNUT BAPTIST CHURCH - Not Investment Related - 5% - Alton, VA 24520 4) 12/8/2021 - Verus Capital Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin. - Started 09/23/2021 - 50 Hours Per Month/3 Hours During Securities Trading - Time Spent 25% - I provide administrative support to Verus Capital Partners, LLC, an independent investment advisor firm. I started this business activity in 09/2021. I expect to spend approximately 50 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-12 |
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