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8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2015-01-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fred A Goodman Cpa | Chandler | AZ | 01/1993 | Present |
| Securities America Inc | Chandler | AZ | 10/2013 | 10/2020 |
| Verus Capital Partners Llc | Chandler | AZ | 12/2013 | Present |
| Lpl Financial, Llc | Chandler | AZ | 10/2020 | Present |
1) 2020 - DBA for LPL Business (entity for LPL business) - Verus Capital Partners, LLC - Investment Related - 50% - Chandler, AZ 85249 2) 2020 - Tax Prep/Accounting/CPA - FRED A GOODMAN CPA - Investment Related - Chandler, AZ 85249 3) 10/21/2020 - Verus Capital Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 10/16/2020 - 150 Hours Per Month/5 Hours During Securities Trading - Time Spent 50% - 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 150 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-08 |
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