Caeleb Jack Trace

Current Employers

Verity Asset Management

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-08-22

CA RA
APPROVED

Since 2024-08-22

Branch Locations

Laguna Niguel, CA • United States

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

Organization	City	State	From	To
Clovis Community College	Clovis	CA	07/2015	06/2017
Unemployed	Clovis	CA	06/2017	08/2018
Ucla Call Center	Los Angeles	CA	08/2018	06/2019
Teacher'S Pension & Insurance Services	Oakdale	CA	08/2019	Present
Verity Asset Management	Durham	NC	08/2024	Present

07/2015 → 06/2017

Clovis Community College

Clovis, CA
06/2017 → 08/2018

Unemployed

Clovis, CA
08/2018 → 06/2019

Ucla Call Center

Los Angeles, CA
08/2019 → Present

Teacher'S Pension & Insurance Services

Oakdale, CA
08/2024 → Present

Verity Asset Management

Durham, NC

Other Businesses

Teacher's Pension and Insurance Services, Inc.; Not investment-related; Oakdale, CA; Insurance agency; Agent; Insurance agent; 08/2019; 120 hours per month; 100 during market hours; Sell insurance and annuity products.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-04-24

S65 Uniform Investment Adviser Law Examination

2024-04-24