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8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2015-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Scottsdale | AZ | 09/2010 | 10/2020 |
| Verus Capital Partners, Llc | Scottsdale | AZ | 11/2010 | Present |
| Lpl Financial, Llc | Scottsdale | AZ | 10/2020 | Present |
1. 10/01/2011 - JEFFREY F GEISER BOOK - AUTHOR/ AUTHOR/ NOT NVESTMENT RELATED/ 0%/ SCOTTSDALE, AZ 2. 03/01/2010 - DAVINCIPAD LLC/ BUSINESS OWNER/ NOT INVESTMENT RELATED/ %/ SCOTTSDALE, AZ 3. 10/16/2020 - JEFFREY F GEISER - INSURANCE AGENT/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 5%/ SCOTTSDALE, AZ 4. 01/01/2007 - GEISER WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 10%/ SCOTTSDALE, AZ 5. 10/21/2020 - Verus Capital Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 01/01/2009 - 30 Hours Per Month/7 Hours During Securities Trading - Time Spent 90% - I provide investment advisory services through Verus Capital Partners, LLC, an independent investment advisor firm. I started this business activity in 10/2020. I expect to spend approximately 30 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 10/21/2020 - Verus Capital Partners, LLC - DBA: (Hybrid) Geiser Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 10/16/2020 - 30 Hours Per Month/7 Hours During Securities Trading - Time Spent 90% - I provide investment advisory services through Verus Capital Partners, LLC, an independent investment advisor firm. I started this business activity in 10/2020. I expect to spend approximately 30 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-07 |
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