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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 | 07/2011 | Present |
| Verity Financial Group | Durham | NC | 10/2004 | 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 - 07/29/2011 - 280 S Mangum Street, Suite 550, Durham, NC 27701 - Senior Portfolio Manager, Investment/Advisory Services, Invt Rel, RA, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) VERITY FIN GROUP - 10/15/2004 - 250 S Mangum Street, Suite 550, Durham, NC 27701 - Agent, Independent Contractor, Not Invt Rel, Insurance business, 40 hrs/ mo; 40 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-01 |
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