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Inactive

Kc Jack Trace

Verity Asset Management

Durham, NC

Sanger, CA

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Current Employers
Verity Asset Management

280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-03-09
CA RA APPROVED 2019-09-26
  • TX RA
    APPROVED
    Since 2021-03-09
  • CA RA
    APPROVED
    Since 2019-09-26

Branch Locations

280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States

Sanger, CA • 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
Teacher's Pension Oakdale CA 10/2006 Present
Verity Asset Management Durham NC 09/2019 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-31
  • S65 Uniform Investment Adviser Law Examination
    2019-08-31

View on SEC IAPD

Other Firms

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J.P. MORGAN SECURITIES LLC
CENTER PEAK FINANCIAL
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
SCHARL ADVISORY SERVICES, INC.
EDWARD JONES

Other Investors

MADISON JANECZKO
MEGHAN HANNA
SAMUEL EDWARD BROTHERTON
BENJAMIN D. LOWRY
NATHAN B. NEELY
CATHERINE PELICAN
KYLE S MAXWELL
FOSTER KYEI

Other Offices

STRATEGIC ADVISERS LLC · DURHAM, NC
BRYANT & BRANNOCK, LLC. · DURHAM, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Durham, NC
J.P. MORGAN SECURITIES LLC · Durham, NC
CENTER PEAK FINANCIAL · DURHAM, NC
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Durham, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Durham, NC
SCHARL ADVISORY SERVICES, INC. · DURHAM, NC

More in Durham, NC

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