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Matthew Grant Harwell

Veracity Capital LLC

Colleyville, TX

Atlanta, GA

CRD 5162639

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Employer firm

Veracity Capital LLC CRD 304272

$800M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Veracity Capital Llc

2859 Paces Ferry Road Suite 635, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-07-24
  • TX RA
    APPROVED
    Since 2019-07-24

Branch Locations

97 Village Lane 3Rd Floor #118, Colleyville, TX 76034 • United States

2859 Paces Ferry Road Suite 635, Atlanta, GA 30339 • 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
The Ayco Company, Lp Dallas TX 05/2007 11/2018
F3 Logic, Llc Dallas TX 11/2018 05/2019
Veracity Capital Llc Colleyville TX 11/2018 Present
  • 05/2007 → 11/2018
    The Ayco Company, Lp
    Dallas, TX
  • 11/2018 → 05/2019
    F3 Logic, Llc
    Dallas, TX
  • 11/2018 → Present
    Veracity Capital Llc
    Colleyville, TX
Previous Registrations
  • 2018-11-15 → 2019-12-10
    F3Logic, Llc
    Dallas, TX
  • 2008-10-03 → 2018-11-14
    Goldman Sachs Wealth Services, L.P.
    Dallas, TX
  • 2018-11-01 → 2018-11-05
    F3Logic, Llc
    Dallas, TX
    Burnsville, MN
Other Businesses

Licensed insurance agent at Veracity Capital Risk Management LLC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-09-29
  • S66 Uniform Combined State Law Examination
    2008-09-29

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC

Nearby Investors

JEFFREY ADAM GRANGER
AUSTIN TYLER GANSKY
Kelci McGinnis

Nearby Offices

J.P. MORGAN SECURITIES LLC · COLLEYVILLE, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLLEYVILLE, TX
PNC WEALTH MANAGEMENT LLC · COLLEYVILLE, TX

More in Colleyville, TX

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