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Sean Paul Rumrill

Verita Strategic Wealth Partners, LLC

San Francisco, CA

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Current Employers
Verita Strategic Wealth Partners, Llc

447 Battery Street Suite 200, San Francisco, CA 94111 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-01
CA RA APPROVED 2025-08-06
  • TX RA
    APPROVED
    Since 2026-05-01
  • CA RA
    APPROVED
    Since 2025-08-06

Branch Locations

447 Battery Street Suite 200, San Francisco, CA 94111 • 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
Epiq Capital Group, Llc San Francisco CA 07/2023 02/2025
Jordan Park Group San Francisco CA 08/2018 07/2023
Rincon Advisors Los Angeles CA 04/2013 08/2018
Ieq Capital, Llc San Francisco CA 02/2025 07/2025
Verita Strategic Wealth Partners San Fransisco CA 07/2025 Present
  • 07/2023 → 02/2025
    Epiq Capital Group, Llc
    San Francisco, CA
  • 08/2018 → 07/2023
    Jordan Park Group
    San Francisco, CA
  • 04/2013 → 08/2018
    Rincon Advisors
    Los Angeles, CA
  • 02/2025 → 07/2025
    Ieq Capital, Llc
    San Francisco, CA
  • 07/2025 → Present
    Verita Strategic Wealth Partners
    San Fransisco, CA
Previous Registrations
  • 2025-02-28 → 2025-07-07
    Ieq Capital, Llc
    San Francisco, CA
  • 2025-02-01 → 2025-02-28
    Epiq Capital Group, Llc
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-31
S66 Uniform Combined State Law Examination 2006-12-19
  • S65 Uniform Investment Adviser Law Examination
    2025-01-31
  • S66 Uniform Combined State Law Examination
    2006-12-19
Other Names
  • Sean Rumrill
  • Sean Paul Rumrill

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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