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One Harbor Drive Suite 300, Sausalito, CA 94965 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-02-10 |
| NH | RA | APPROVED | 2022-02-10 |
Branch Locations
One Harbor Drive Suite 300, Sausalito, CA 94965 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verity Wealth Advisors | Sausalito | CA | 02/2022 | Present |
| Verity Wealth Advisors, Llc | Sausalito | CA | 08/2005 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-05 |
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