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280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-06 |
| CA | RA | APPROVED | 2025-12-11 |
Branch Locations
280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
Roseville, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verity Asset Management | Oakdale | CA | 12/2025 | Present |
| Teacher'S Pension And Insurance Services, Inc. | Oakdale | CA | 03/2025 | Present |
| Turlock Unified School District | Turlock | CA | 05/2021 | 12/2025 |
| J&H Builder'S Warehouse | Saskatoon | 08/2022 | 11/2023 | |
| University Of California Merced | Merced | CA | 08/2021 | 03/2022 |
| Kalunian & Milliken, Llp. | Modesto | CA | 09/2018 | 07/2019 |
| Unemployed | Modesto | CA | 07/2019 | 05/2021 |
| Unemployed | Modesto | CA | 05/2018 | 08/2018 |
| Mach 6 Farms | Hickman | CA | 03/2016 | 05/2018 |
| Moore'S Karate Turlock | Turlock | CA | 04/2011 | 06/2017 |
Teacher's Pension and Insurance Services, Inc.; Not investment-related; Oakdale, CA; Insurance agency; Agent; Insurance agent; 03/2025; 160 hours per month; 160 during market hours; Sell insurance and annuity products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-22 |
| S65 | Uniform Investment Adviser Law Examination | 2025-11-04 |
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