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Inactive

Charles Doran

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 2024-05-13
  • NC RA
    APPROVED
    Since 2024-05-13

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
Bank Of America Charlotte NC 07/2021 02/2024
Verum Partners Llc Charlotte NC 02/2024 01/2025
Wake Forest University Winston-Salem NC 09/2017 05/2021
Fenwick Hospitality Group Princeton NJ 09/2016 01/2018
Advantage Tennis Princeton NJ 09/2015 12/2016
The Wilberforce School Princeton NJ 09/2013 06/2017
Verum Partners Llc Charlotte NC 01/2025 Present
  • 07/2021 → 02/2024
    Bank Of America
    Charlotte, NC
  • 02/2024 → 01/2025
    Verum Partners Llc
    Charlotte, NC
  • 09/2017 → 05/2021
    Wake Forest University
    Winston-Salem, NC
  • 09/2016 → 01/2018
    Fenwick Hospitality Group
    Princeton, NJ
  • 09/2015 → 12/2016
    Advantage Tennis
    Princeton, NJ
  • 09/2013 → 06/2017
    The Wilberforce School
    Princeton, NJ
  • 01/2025 → Present
    Verum Partners Llc
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-13
  • S65 Uniform Investment Adviser Law Examination
    2024-05-13
Designations

View on SEC IAPD

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