Best Investors
Account
Sign in
Best Investors
Account
Sign in
280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-08-10 |
| NC | RA | APPROVED | 2011-07-29 |
Branch Locations
280 S. Mangum Street Suite 550, Durham, NC 27701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verity Asset Mgmt | Durham | NC | 07/2011 | Present |
| Verity Investments, Inc | Durham | NC | 06/2011 | 11/2025 |
| Verity Financial Group | Durham | NC | 07/2011 | Present |
| The Leaders Group Inc Dba Simplicity Investments | Summit | NJ | 11/2025 | Present |
1) Verity Asset Management, Inc.; Investment-related; Durham NC; Registered Investment Adviser; Officer; Investment advisor representative; 07/2011; 160 hours per month; 160 during market hours; Investment advisory services. 2) Verity Financial Group, Inc.; Not investment-related; Durham, NC; Insurance agency; Officer; Vice President; 07/2011; 0 hours per month; 0 during market hours; Insurance and annuity products. 3) PlanScope360, LLC.; Not investment-related; Durham, NC; Plan administration; Partner; Partner; 03/2024; 10 hours per month; 10 during market hours; Advisor Support.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-05 |
Reach out to this advisor