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Current Employers
Verus Capital Partners, Llc

8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-06-01
  • CA RA
    APPROVED
    Since 2021-06-01

Branch Locations

751 Rancheros Drive Suite 6, San Marcos, CA 92069 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Avantax Insurance Agency, Llc San Marcos CA 06/2019 05/2021
Alan's Bookkeeping And Tax Service San Marcos CA 06/2013 11/2020
H&R Block Glendale AZ 12/2015 12/2016
Avantax Advisory Services San Marcos CA 10/2018 05/2021
Tri City Christian School Vista CA 02/2018 08/2020
Starkey Brothers Tax Inc. San Marcos CA 01/2019 Present
Avantax Investment Services, Inc. San Marcos CA 02/2017 05/2021
Lpl Financial, Llc San Marcos CA 05/2021 Present
Verus Capital Partners, Llc San Marcos CA 06/2021 Present
  • 06/2019 → 05/2021
    Avantax Insurance Agency, Llc
    San Marcos, CA
  • 06/2013 → 11/2020
    Alan's Bookkeeping And Tax Service
    San Marcos, CA
  • 12/2015 → 12/2016
    H&R Block
    Glendale, AZ
  • 10/2018 → 05/2021
    Avantax Advisory Services
    San Marcos, CA
  • 02/2018 → 08/2020
    Tri City Christian School
    Vista, CA
  • 01/2019 → Present
    Starkey Brothers Tax Inc.
    San Marcos, CA
  • 02/2017 → 05/2021
    Avantax Investment Services, Inc.
    San Marcos, CA
  • 05/2021 → Present
    Lpl Financial, Llc
    San Marcos, CA
  • 06/2021 → Present
    San Marcos, CA
Previous Registrations
  • 2018-10-23 → 2021-06-02
    Avantax Advisory Services
    San Marcos, CA
Other Businesses

1) 05/28/2021 - Starkey Brothers, Inc. - Tax Prep/Accounting/CPA - Inv Rel - At Reported Business Location(s) - Start: 06/01/2018 - 120 Hrs/Mth - 50 Hrs During Trading. 2) 05/28/2021 - Verus Capital Partners, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start:6/30/2021 - 0 Hrs/Mth - 0 Hrs During Trading. 3) 05/28/2021 - SGG Ventures, LLC - Real Estate Rental - Owner - Inv Rel - San Marcos, CA - Start: 10/09/2020 - 10 Hrs/Mth - 0 Hrs During Trading. 4) 7/29/2021 - Verus Capital Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 5/31/2021 - 24 Hours Per Month/8 Hours During Securities Trading - Time Spent 15% - I provide investment advisory services through Verus Capital Partners, LLC, an independent investment advisor firm. I started this business activity in 7/2021. I expect to spend approximately 24 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. 5) 08/21/2025 - Real Estate Rental - Investment Related - Hemet, CA - Start Date:07/25/2025 - 1 Hrs/Mth - 0 Hrs During Trading. 6) 09/02/2025 - Real Estate Rental - Investment Related - Menifee, CA - Start Date:09/01/2025 - 1 Hrs/Mth - 0 Hrs During Trading. 7) 11/26/2025 - Real Estate Rental - Investment Related - Winchester, CA - Start Date 11/17/2025 - 1 hour per month/ 0 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-01
S63 Uniform Securities Agent State Law Examination 2017-02-23
  • S66 Uniform Combined State Law Examination
    2018-09-01
  • S63 Uniform Securities Agent State Law Examination
    2017-02-23
Other Names
  • Grant Starkey
  • Grant Phillip Starkey

View on SEC IAPD

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