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8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2015-01-07 |
| AZ | RA | APPROVED | 2015-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verus Capital Partners, Llc | Scottsdale | AZ | 11/2009 | Present |
| Securities America, Inc | Scottsdale | AZ | 08/2010 | 10/2020 |
| Lpl Financial, Llc | Scottsdale | AZ | 10/2020 | Present |
1) 1/2010 - Non-Variable Insurance - Stephen Bull - Investment Related - 2% - Scottsdale, AZ 85260 2) 1/2010 - DBA for LPL Business (entity for LPL business) - Verus Capital Partners, LLC - Investment Related - 80% - Scottsdale, AZ 85260 3) 1/2019 - Business Owner - Citrus Advisor Solutions, LLC - Investment Related - 4% - Scottsdale, AZ 85260 4) 12/2019 - DBA for LPL Business (entity for LPL business) - New Break Financial - Investment Related - 15% - San Diego, CA 92107 5) 10/20/2020 - Verus Capital Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 01/01/2010 - 120 Hours Per Month/5 Hours During Securities Trading - Time Spent 80% - 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 120 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. 01/02/2025 - Kraft Screens - Not Investment Related - Business Owner - Paradise Valley AZ - Start Date: 10/01/2024 - 6 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-21 |
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