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280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-02-08 |
Branch Locations
Wilmington, NC • United States
280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J. Lee Martin Ii, Cpa, Pa | Wilmington | NC | 10/2011 | Present |
| Irongate Partners, Inc. | Wilmington | NC | 08/2012 | 12/2016 |
| Verity Asset Management | Durham | NC | 02/2024 | Present |
1) Verity Financial Group, Inc.; Not investment-related; Durham, NC; Insurance agency; Agent; Independent Contractor; XX/20XX; 0 hours per month; 0 during market hours; Insurance and annuity products. 2) J. Lee Martin II, CPA, PA; Not investment-related; Wilmington, NC; CPA Firm; Employee; President; 02/2005; 80 hours per month; 70 during market hours; Accounting duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-05 |
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