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280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-05 |
Branch Locations
280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwn Securities Inc. | Palm Beach Gardens | FL | 03/2012 | 01/2018 |
| Verity Asset Management | Durham | NC | 05/2026 | Present |
| Teacher'S Pension And Insurance Services | Oakdale | CA | 06/2016 | Present |
1) Teacher's Pension and Insurance Services, Inc.; Not investment-related; Oakdale, CA; Insurance agency; Agent; Insurance agent; 06/2016; 160 hours per month; 120 during market hours; Sell insurance and annuity products. 2) National Life Insurance Company, Inc. DBA National Life Group; Not investment-related; Greeley, CO; Insurance agency; Agent; Insurance agent; 08/2010; 160 hours per month; 120 during market hours; Sell insurance and annuity products. 3) Pension Services of Colorado, LLC. dba Teacher's Pension of Colorado; Not investment-related; Greeley, CO; Retirement planning; Sole proprietor; Contractor; 01/2025; 160 hours per month; 120 during market hours; Retirement planning, insurance consulting, and client education. 4) Colorado Rush Soccer Club; Not investment-related; Greeley, CO; Youth organization; Contractor; Soccer coach; 05/2020; 14 hours per month; 0 during market hours; Coaching youth soccer. 5) Colorado Soccer Association; Not investment-related; Greeley, CO; Sports officiating; Contractor; Referee; 04/2018; 6 hours per month; 0 during market hours; Officiating amateur soccer matches.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-22 |
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