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Breton James Tagg

Verum Partners LLC

Charlotte, NC

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Current Employers
Verum Partners Llc

2333 Randolph Road Suite 250, Charlotte, NC 28207 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-05-16
  • NC RA
    APPROVED
    Since 2022-05-16

Branch Locations

2333 Randolph Road Suite 250, Charlotte, NC 28207 • 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
Deloitte Mclean VA 10/2017 04/2019
Bank Of America Merrill Lynch Charlotte NC 05/2019 03/2022
Verum Partners Llc Charlotte NC 03/2022 Present
Bringham Young University Provo UT 01/2013 04/2017
Unemployed Mclean VA 04/2017 10/2017
  • 10/2017 → 04/2019
    Deloitte
    Mclean, VA
  • 05/2019 → 03/2022
    Bank Of America Merrill Lynch
    Charlotte, NC
  • 03/2022 → Present
    Verum Partners Llc
    Charlotte, NC
  • 01/2013 → 04/2017
    Bringham Young University
    Provo, UT
  • 04/2017 → 10/2017
    Unemployed
    Mclean, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-14
  • S65 Uniform Investment Adviser Law Examination
    2022-05-14
Designations
Other Names
  • Bret Tagg

View on SEC IAPD

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