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Current Employers
Verity Asset Management

280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-02-08
  • NC RA
    APPROVED
    Since 2024-02-08

Branch Locations

Wilmington, NC • United States

280 S Mangum St Ste 550, Durham, NC 27701-3676 • 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
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
  • 10/2011 → Present
    J. Lee Martin Ii, Cpa, Pa
    Wilmington, NC
  • 08/2012 → 12/2016
    Irongate Partners, Inc.
    Wilmington, NC
  • 02/2024 → Present
    Durham, NC
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-02-05
  • S65 Uniform Investment Adviser Law Examination
    2010-02-05
Designations
Other Names
  • Lee Martin

View on SEC IAPD

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