Best Investors
Account
Sign in
280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-18 |
| NY | RA | APPROVED | 2021-11-29 |
| NH | RA | APPROVED | 2021-11-27 |
Branch Locations
280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
3075 Veterans Memorial Hwy Ste 130, Ronkonkoma, NY 11779-7600 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of West Haven | West Haven | CT | 08/2014 | 05/2018 |
| University Of West Haven - Business Office | West Haven | CT | 10/2015 | 05/2018 |
| Mutual, Inc. | Farmingville | NY | 05/2016 | 01/2018 |
| Mutual, Inc. | Farmingville | NY | 06/2018 | 09/2018 |
| Mutual, Inc. | Farmingville | NY | 09/2018 | 05/2019 |
| Planmember Securities Corporation | Carpinteria | CA | 09/2018 | 05/2019 |
| Pruco Securities Llc | Melville | NY | 12/2019 | 07/2020 |
| Nys Unemployment | Mt Sinai | NY | 06/2019 | 08/2019 |
| Station Coffee Shop | Port Jefferson Station | NY | 10/2019 | 03/2020 |
| The Prudential Insurance Company Of America | Melville | NY | 01/2020 | 07/2020 |
| Verity Investments, Inc. | Durham | NC | 07/2020 | 11/2025 |
| Verity Asset Management | Durham | NC | 07/2020 | Present |
| Verity Financial Group | Durham | NC | 07/2020 | Present |
| Rachel A Menna Advisors Inc | Ronkonkoma | NY | 05/2020 | Present |
| Menna Wealth Planning Group | Ronkonkoma | NY | 09/2020 | Present |
| The Leaders Group Dba Simplicity Investments | Summit | NJ | 11/2025 | Present |
1.) RACHEL A MENNA ADVISORS INC - 5/27/2020 - 3075 Veterans Memorial Hwy, Suite 130 - President/Owner, Financial Advisor, Invt Rel, Financial Advisor, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) VERITY ASSET MGMT - 7/13/20 - 280 S Mangum Street, Suite 550, Durham, NC 27701 - IAR, Investment Advisor Representative, Invt Rel, RA business, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) VERITY FINANCIAL - 7/13/20 - 280 S Mangum Street, Suite 550, Durham, NC 27701 - Insurance Agent, Insurance agent, Invt Rel, Insurance business, 10 hrs/mo; 10 hrs/mo (during trading hours). 4.) MENNA WEALTH PLANNING GROUP - 9/1/20 - 3075 Veterans Memorial Hwy, Suite 130 - Financial Representative, Financial Planning, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 5.) NOTARY PUBLIC - 9/1/2021 - 3075 Veterans Memorial Hwy, Suite 130 - Notary Public, Notary, Invt Rel, Notary Public, 1 hr/mo; 1 hr/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-02 |
Reach out to this advisor