Dale Edward Veitch

Current Employers

Employment History

• 11/2005 → Present
  Lexington Family Office Services, Llc
  Daytona Beach, FL
• 08/2010 → Present
  Lexington Investment Consulting, Llc
  Daytona Beach, FL

Other Businesses

Mr. Veitch is a licensed insurance agent. Mr. Veitch does not actively sell insurance products; nonetheless, on occasion, Mr. Veitch may sell insurance products to clients of his Registered Investment Adviser and receive insurance commissions, which may include residual or trail commission compensation. Pure Acquisitions, LLC is owned by Absolute Trust (Dale Veitch Trustee and Manager) Pure Acquisitions, LLC's sole investment is preferred non-voting units of Pendleton Square Holdings, LLC, which in turn, owns Pendleton Square Trust Company, LLC. Pure Acquisitions II, LLC is owned by Absolute Trust (Dale Veitch Trustee and Manager) Pure Acquisitions II, LLC's investments include member interests in Lexington Financial Life Management, LLC, a holding company whose sole investment is Lexington Investment Consulting, LLC, a registered investment advisory firm, and common voting units of Pendleton Square Holdings, LLC, which in turn, owns Pendleton Square Trust Company, LLC. Mr. Veitch is a managing board member of Lexington Financial Life Management, LLC. We may refer clients that are in need of trust services to Pendleton Square Trust Company. You are under no obligation to use the services of Pendleton Square Trust Company, however, should you do so, our associated persons may indirectly be compensated as a result of their ownership in Pendleton Square Holdings, LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-21