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2015 Boundary Street 2Nd Floor, Beaufort, SC 29902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-01-13 |
Branch Locations
2015 Boundary Street 2Nd Floor, Beaufort, SC 29902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dividend Assets Capital, Llc | Ridgeland | SC | 08/2013 | 04/2018 |
| Verity & Verity, Llc Dba Verity Investment Partners | Beaufort | SC | 04/2018 | Present |
1- SC JOBS-ECONOMIC DEVELOPMENT AUTHORITY (JEDA), INVESTMENT-RELATED, 1201 MAIN STREET, SUITE 1600, COLUMBIA, SC 29201, STATEWIDE CONDUIT ISSUER OF SPECIAL OBLIGATION REVENUE BONDS AND ACTS ON BEHALF OF THE BORROWER TO ACCESS FINANCIAL MARKETS AND CAPITAL, MEMBER OF BOARD OF DIRECTORS, 03/2013, 2 HOURS PER MONTH, DE MINIMUS HOURS DURING TRADING, PRESCRIBE RULES AND REGULATIONS GOVERNING THE MANNER IN WHICH THE GENERAL BUSINESS ACTIVITIES MAY BE CONDUCTED AND THE POWERS GRANTED TO IT MAY BE EXERCISED AND EMBODIED. 2- BUSINESS CAROLINA, INCORPORATED (BCI), INVESTMENT-RELATED, 1523 HUGER STREET, SUITE A, COLUMBIA, SC 29201, NOT-FOR-PROFIT ENTITY WHICH SERVES AS A NON-BANK LENDER TO SMALL BUSINESSES TO SUPPORT ECONOMIC DEVELOPMENT IN SC, NC AND GA, MEMBER OF BOARD OF DIRECTORS, 03/2013, 2 HOURS PER MONTH, DE MINIMUS HOURS DURING TRADING, PRESCRIBE RULES AND REGULATIONS GOVERNING THE MANNER IN WHICH THE GENERAL BUSINESS ACTIVITIES MAY BE CONDUCTED AND THE POWERS GRANTED TO IT MAY BE EXERCISED AND EMBODIED. 3-Bluffton Self Help; Start Date 12/1/2025; Board Member; not investment related; Bluffton Self Help is a local non-profit committed to supporting families who are economically at risk. With programs that include our free grocery store and clothing closet, financial assistance, educational classes, small group workshops, and resource coordination we serve as advocates for those in need throughout our local community and beyond.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-09-01 |
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