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Arlington, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-10 |
| FL | RA | APPROVED | 2025-12-10 |
| TX | RA | APPROVED_RES | 2023-07-31 |
Branch Locations
4440 Pga Blvd. Suite 600, Palm Beach Gardens, FL 33410 • United States
Arlington, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Veracity Financial Services | Palm Beach Gardens | FL | 04/2012 | Present |
| Capital Markets Iq, Llc | Palm Beach Gardens | FL | 06/2016 | Present |
1) Owner, Veracity Financial Services LLC, member & president and investment related since April 2012/4440 PGA Blvd, Ste 600 Palm Beach Gardens, FL 33410 2) Owner, Veracity Advisers LLC, Palm Beach Gardens, FL, fixed insurance sales and business valuations, 20 hours per week; 10 during trading hours, start Jan 2024. Non-investment-related. Offers CPA team-based model services of Elite Resources Team, consulting with accounting firms and their customers to assist with tax planning and mitigation, risk management and estate planning, Non-investment related; 30% of time on this activity per month 3) Lisa A. Simms Family Trust; located at personal residence. Trustee, start date December 2004. Oversee trust operations for deceased wife's trust.0.5 hours/week, zero during trading hours. Non investment-related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-01 |
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