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Current Employers
Verus Capital Partners, Llc

8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
TX RA APPROVED_RES 2015-01-07
AZ RA APPROVED 2015-01-01
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2015-01-07
  • AZ RA
    APPROVED
    Since 2015-01-01

Branch Locations

14301 N 87Th St #307, Scottsdale, AZ 85206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/2009 → Present
    Scottsdale, AZ
  • 08/2010 → 10/2020
    Securities America, Inc
    Scottsdale, AZ
  • 10/2020 → Present
    Lpl Financial, Llc
    Scottsdale, AZ
Previous Registrations
  • 2009-12-22 → 2014-12-31
    Scottsdale, AZ
    Scottsdale, AZ
  • 2004-04-14 → 2010-08-11
    Next Financial Group, Inc.
    Scottsdale, AZ
    Cave Creek, AZ
    Tempe, AZ
    Scottsdale, AZ
  • 2003-09-05 → 2003-10-17
    Phoenix , AZ
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-06-08
S63 Uniform Securities Agent State Law Examination 1993-05-21
  • S65 Uniform Investment Adviser Law Examination
    1995-06-08
  • S63 Uniform Securities Agent State Law Examination
    1993-05-21

View on SEC IAPD

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