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280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 Management, Inc | Durham | NC | 08/1996 | Present |
| Verity Investments, Inc | Durham | NC | 06/2011 | Present |
| Verity Financial Group | Durham | NC | 08/1996 | Present |
1) Verity Asset Management, Inc.; Investment-related; Durham NC; Registered Investment Adviser; Officer/Director; 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; Holding company and insurance agency; Officer; Director; 08/1996; 20 hours per month, 0 during market hours; Manage company. 3) PlanScope360, LLC.; Not investment-related; Durham, NC; Third Party Administration; Partner; CFO and COO; 03/2024; 160 hours per month; 160 during market hours; Finance, operations, and strategic business development.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-04 |
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