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Joseph Francis Granger

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 2026-06-26
  • NC RA
    APPROVED
    Since 2026-06-26

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
Uncc Charlotte NC 08/2015 01/2017
7 Mile Advisors Charlotte NC 01/2017 11/2017
Golub Capital Charlotte NC 11/2017 05/2018
Industrial Timber Taylorsville NC 05/2018 04/2019
Ubs Financial Services Inc. Charlotte NC 05/2019 08/2020
Carolina Capital Consulting, Inc. Charlotte NC 08/2020 06/2021
Buckingham Strategic Wealth, Llc Charlotte NC 07/2021 07/2024
Focus Partners Wealth, Llc Charlotte NC 07/2024 06/2026
Verum Partners Llc Charlotte NC 06/2026 Present
  • 08/2015 → 01/2017
    Uncc
    Charlotte, NC
  • 01/2017 → 11/2017
    7 Mile Advisors
    Charlotte, NC
  • 11/2017 → 05/2018
    Golub Capital
    Charlotte, NC
  • 05/2018 → 04/2019
    Industrial Timber
    Taylorsville, NC
  • 05/2019 → 08/2020
    Ubs Financial Services Inc.
    Charlotte, NC
  • 08/2020 → 06/2021
    Carolina Capital Consulting, Inc.
    Charlotte, NC
  • 07/2021 → 07/2024
    Buckingham Strategic Wealth, Llc
    Charlotte, NC
  • 07/2024 → 06/2026
    Focus Partners Wealth, Llc
    Charlotte, NC
  • 06/2026 → Present
    Verum Partners Llc
    Charlotte, NC
Previous Registrations
  • 2024-07-01 → 2026-06-30
    Focus Partners Wealth, Llc
    St. Louis, MO
    Charlotte, NC
  • 2021-07-26 → 2024-07-01
    Buckingham Strategic Wealth, Llc
    St Louis, MO
    Charlotte, NC
  • 2020-09-04 → 2021-07-26
    Carolina Capital Consulting, Inc.
    Charlotte, NC
  • 2019-10-10 → 2020-08-13
    Ubs Financial Services Inc.
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-10
  • S66 Uniform Combined State Law Examination
    2019-10-10
Designations
Other Names
  • Joseph Francis Granger
  • Joseph Granger
  • Jake Granger

View on SEC IAPD

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