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Current Employers
Verus Capital Partners, Llc

8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-01-01
  • OK RA
    APPROVED
    Since 2025-01-01

Branch Locations

603 N. Broadway, Poteau, OK 74953 • United States

8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • 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
Wells, Wann & Company, Cpa, P.C. Poteau OK 07/2021 08/2021
Arledge & Associates Edmond OK 06/2020 07/2021
Hogantaylor Llp Oklahoma City OK 01/2020 06/2020
Grant Thornton Llp Oklahoma City OK 01/2019 01/2020
Arledge & Associates Edmond OK 08/2018 01/2019
Grant Thornton Llp Oklahoma City OK 06/2018 08/2018
Hertz Oklahoma City OK 05/2017 05/2018
Walmart Edmond OK 12/2015 05/2017
Lpl Financial Poteau OK 07/2021 Present
Verus Capital Partners Scottsdale AZ 03/2022 Present
  • 07/2021 → 08/2021
    Wells, Wann & Company, Cpa, P.C.
    Poteau, OK
  • 06/2020 → 07/2021
    Arledge & Associates
    Edmond, OK
  • 01/2020 → 06/2020
    Hogantaylor Llp
    Oklahoma City, OK
  • 01/2019 → 01/2020
    Grant Thornton Llp
    Oklahoma City, OK
  • 08/2018 → 01/2019
    Arledge & Associates
    Edmond, OK
  • 06/2018 → 08/2018
    Grant Thornton Llp
    Oklahoma City, OK
  • 05/2017 → 05/2018
    Hertz
    Oklahoma City, OK
  • 12/2015 → 05/2017
    Walmart
    Edmond, OK
  • 07/2021 → Present
    Lpl Financial
    Poteau, OK
  • 03/2022 → Present
    Verus Capital Partners
    Scottsdale, AZ
Previous Registrations
Other Businesses

1) 8/2021 - Tax Prep/Accounting/CPA - Wells, Wann & Company - Investment Related - Poteau, OK 74953 2) 9/2021 - DBA for LPL Business (entity for LPL business) - Wann Financial - Investment Related - Poteau, OK 74953 3) 12/10/2021 - Chuculate Capital - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/02/2021 - 160 Hours Per Month/160 Hours During Securities Trading. 4) 1/3/2022 - Chuculate Capital - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 12/27/2021 - 160 Hours Per Month/160 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-21
  • S66 Uniform Combined State Law Examination
    2021-10-21

View on SEC IAPD

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