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8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-07 |
| CA | RA | APPROVED | 2021-07-06 |
Branch Locations
2700 East Foothill Blvd Suite 210, Pasadena, CA 91107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vinepoint Wealth Management, Llc | Rosemead | CA | 09/2009 | 06/2017 |
| 1St Global Capital Corp. | Pasadena | CA | 10/2009 | 10/2019 |
| 1St Global Advisors, Inc. | Pasadena | CA | 10/2009 | 10/2019 |
| Vinepoint Advisory Group, Llc | Pasadena | CA | 06/2017 | Present |
| Avantax Insurance Services, Inc. | Pasadena | CA | 04/2010 | 06/2021 |
| Avantax Advisory Services | Pasadena | CA | 10/2019 | 06/2021 |
| Avantax Investment Services, Inc. | Pasadena | CA | 10/2019 | 06/2021 |
| Avantax Insurance Services, Llc | Pasadena | CA | 12/2019 | 06/2021 |
| Lpl Financial, Llc | Pasadena | CA | 06/2021 | Present |
| Verus Capital Partners, Llc | Pasadena | CA | 07/2021 | Present |
1) 9/2006 - Business Entity For Tax/Investment Purposes Only - VINEPOINT CAPITAL, INC - Not Investment Related - San Marino, CA 91108 2) 6/2017 - DBA for LPL Business (entity for LPL business) - VINEPOINT ADVISORY GROUP, LLC - Investment Related - Pasadena, CA 91107 3) 4/2019 - Tax Prep/Accounting/CPA - VINEPOINT CONSULTING - Investment Related - Pasadena, CA 91107 4) 7/14/2021 - VERUS CAPITAL PARTNERS, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through VERUS CAPITAL PARTNERS, LLC, an independent investment advisor firm. I started this business activity in 7/2021. I expect to spend approximately 160 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.advisernfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 09/03/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 09/03/2021 - 5 Hours Per Month/5 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-11-05 |
| S65 | Uniform Investment Adviser Law Examination | 2009-04-24 |
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