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1111 Broadway Suite 300, Oakland, CA 94607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-19 |
| TX | RA | APPROVED_RES | 2007-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Veris Wealth Partners, Llc | New York | NY | 07/2007 | Present |
THE EDWARD HAZEN FOUNDATION - PRIVATE FOUNDATION - TRUSTEE 6/06 NON-PROFIT BOARD OF DIRECTORS-LOTUS FINE ARTS, INC.- 5 YEARS NON-PROFIT BOARD OF DIRECTORS-CISPES EDUCATION FUND- 10 YEARS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-29 |
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