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558 Fleming St Suite B, Hendersonville, NC 28739 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-12 |
| NC | RA | APPROVED | 2025-08-05 |
Branch Locations
Hendersonville, NC • United States
558 Fleming St Suite B, Hendersonville, NC 28739 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Borgwarner Turbo Systems Llc | Arden | NC | 08/2015 | 06/2021 |
| Shankland Financial Advisors, Llc | Hendersonville | NC | 01/2021 | 08/2025 |
| Veritas Investment Advisory Group Llc | Hendersonville | NC | 08/2025 | Present |
| Mayes Financial & Insurance Solutions Llc | Hendersonville | NC | 01/2022 | Present |
Mr. Mayes work as a licensed insurance agent is performed under the business name Mayes Financial & Insurance Solutions LLC. Mr. Mayes is a licensed insurance agent offering products through various insurance carriers. Mr. Mayes in his capacity as a licensed insurance agent, may receive commissions or other compensation in addition to the advisory fees paid to him as an Investment Advisor Representative. This is work is investment-related and the products sold are part of his clients overall financial plan. This work is performed under fiduciary standards. This work began in January, 2021 at the same time he began work as an investment advisor. He spend approximately 3 hours per month on this business, all of which are during security trading hours. Work is performed at the same location as his work as an investment advisor which is 558 Fleming St., Suite B, Hendersonville, NC 28791.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-23 |
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