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Veris Wealth Partners, LLC CRD 143588
$2.86B regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1111 Broadway Suite 300, Oakland, CA 94607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2008-08-15 |
Branch Locations
1 Cate Street, 4Th Floor, Portsmouth, NH 03801 • United States
1111 Broadway Suite 300, Oakland, CA 94607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A. G. Edwards & Sons, Inc. | Portsmouth | NH | 11/2006 | Present |
| Veris Wealth Partners, Llc | Portsmouth | NH | 09/2007 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-08 |
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