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280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-20 |
| NJ | RA | APPROVED | 2023-04-14 |
Branch Locations
Millstone Township, NJ • United States
280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Teacher's Pension | Oakdale | CA | 08/2015 | Present |
| Verity Asset Management | Durham | NC | 04/2023 | Present |
1. Teacher's Pension and Insurance Services, Inc.; Not investment-related; Oakdale, CA; Insurance agency; Agent; Insurance agent; 08/2015; 40 hours per month; 40 during market hours; Sell insurance and annuity products. 2. New Jersey Public Employee Educators, LLC.; Not investment-related; Berlin, NJ; Marketing agency; Partner; Insurance agent; 06/2023; 6 hours per month; 2 during market hours; Market for appointments with public employees to help educate them upon their Pension, Social Security and offer Life Insurance and Annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-20 |
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