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2333 Randolph Road Suite 250, Charlotte, NC 28207 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-24 |
| NC | RA | APPROVED | 2019-05-03 |
Branch Locations
2333 Randolph Road Suite 250, Charlotte, NC 28207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carolinas Investment Consulting Llc | Charlotte | NC | 08/2010 | 05/2019 |
| Verum Partners Llc | Charlotte | NC | 05/2019 | 10/2022 |
| Verum Partners, Llc | Charlotte | NC | 10/2022 | Present |
1. THE CORNERS SOCIETY, 338 S. SHARON AMITY RD., BOX 153, CHAROLOTTE, NC 28211, NOT INVESTMENT RELATED, NO COMPENSATION, NATURE OF BUSINESS: NON-PROFIT/VOLUNTEER, COMMITTEE MEMBER, STARTED IN 2010, 5 TO 10HRS/MONTH, 0 HRS DURING TRADING HOURS, DUTIES: MEMBER, DUTIES CHANGE. 2.DAVIDSON COLLEGE, 405 MAIN ST., DAVIDSON, NC 28035, NOT INVESTMENT RELATED, NO COMPENSATION RECEIVED, NATURE OF BUSINESS: NON-PROFIT/VOLUNTEER, TITLE: COMMITTEE MEMBER, STARTED 2010, 5 TO 10 HRS/MONTH, 0HRS DURING TRADING HOURS, MEMBER, DUTIES CHANGE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-25 |
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