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Current Employers
Veritas Wealth Management Llc

5900 Core Rd. Suite 201, Charleston, SC 29406 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2019-01-05
  • SC RA
    APPROVED
    Since 2019-01-05

Branch Locations

1761 Nantahala Blvd, Mt. Pleasant, SC 29464 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Minnesota Life Insurance Company St. Paul MN 03/2011 Present
Voya Financial Advisors Charleston SC 09/2014 05/2017
Coastal Equities, Inc. Wilmington DE 07/2017 04/2018
Coastal Investment Advisors, Inc (Dba Veritas Wealth Management) Wilmington DE 09/2017 Present
Fortune Financial Services, Inc Monaca PA 05/2018 Present
  • 03/2011 → Present
    Minnesota Life Insurance Company
    St. Paul, MN
  • 09/2014 → 05/2017
    Voya Financial Advisors
    Charleston, SC
  • 07/2017 → 04/2018
    Coastal Equities, Inc.
    Wilmington, DE
  • 09/2017 → Present
    Coastal Investment Advisors, Inc (Dba Veritas Wealth Management)
    Wilmington, DE
  • 05/2018 → Present
    Fortune Financial Services, Inc
    Monaca, PA
Previous Registrations
Other Businesses

The Ragnar Group Inc - holding company for 1) VERITAS INDEPENDENT INSURANCE AGENT;YES;CHARLESTON, SC;FIXED INSURANCE SALES;INDEPENDENT INSURANCE AGENT;02/26/2013;61;0;SALES OF FIXED INSURANCE 2) RIA: VERITAS WEALTH MANAGEMENT;YES;1761 Nantahala Blvd, Mt. Pleasant, SC 29464 ;SALE & SERVICE FIXED INSURANCE ,SECURITIES AND INVESTMENT PRODUCTS ;FINANCIAL SERVICES/DBA;OWNER;05/15/2016;160/160 3) P&C thru EDMUND ANDREW CO ---- successor trustee of father's revocable trust ---- Heartland payroll; 3/22/2022 - 0 hrs - referral compensation for business clients

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-05-13
S63 Uniform Securities Agent State Law Examination 2009-06-04
  • S65 Uniform Investment Adviser Law Examination
    2011-05-13
  • S63 Uniform Securities Agent State Law Examination
    2009-06-04

View on SEC IAPD

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