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280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-04-10 |
| NY | RA | APPROVED | 2024-04-10 |
| TX | RA | APPROVED | 2024-03-21 |
Branch Locations
280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verity Asset Management | Durham | NC | 03/2020 | Present |
| Cherry Hill Police Department | Cherry Hill | NJ | 01/2013 | 12/2020 |
| Teacher's Pension | Oakdale | CA | 08/2019 | Present |
| Burlington County Prosecutor's Office | Mt Holly | NJ | 12/2020 | Present |
1) Downes-D'Alessio Group, LLC.; Not investment-related; Berlin, NJ; Insurance agency; Partner; Insurance agent; 01/2019; 80 hours per month; 80 during market hours; Sell life & health insurance 2) Burlington County Prosecutor's Office; Not investment-related; Mt Holly, NJ; Investigative/governmental agency; County investigator; Employee; 12/2014; 120 hours per month; 120 during market hours; Detective 3) Teacher's Pension and Insurance Services; Not investment-related; Oakdale, CA; Insurance agency; Agent; Insurance agent; 08/2019; 160 hours per month; 160 during market hours; Sell insurance and annuity products 4) Victus Solutions, LLC; Not investment-related; Berlin, NJ; Merchant services; Owner; Owner; 08/2022; 0 hours per month; 0 during market hours; This business provides services to merchants such as credit card processing terminals and ATM machines. I am the owner of the LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-19 |
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