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506 E. Mill Street Suite 101, Plymouth, WI 53073 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-26 |
| IL | RA | APPROVED | 2026-06-24 |
| VA | RA | APPROVED | 2026-04-09 |
| FL | RA | APPROVED | 2024-01-23 |
| MN | RA | APPROVED | 2023-06-28 |
| WI | RA | APPROVED | 2011-01-01 |
Branch Locations
506 E. Mill Street Suite 101, Plymouth, WI 53073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Veritas Financial Services, Llc | Plymouth | WI | 10/2004 | Present |
HARTLAND INVESTMENT PROPERTIES LLC, PROPERTY INVESTMENTS, 506 E MILL ST,STE 101, PLYMOUTH, WI, 53073, OWNER,1997, 2 HRS/MONTH, 0 HRS DURING TRADING, OWNS AND MANAGES THE FIRM'S OFFICE BUILDING. EQEXPD, LLC, W6188 Linda Lane, Plymouth, WI, 53073, owner, 2015, 2hrs/month, 0 hrs during trading hours, Horse boarding.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-18 |
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