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Malcolm Mceachern Trevillian

Verity Asset Management

Durham, NC

Durham, NC

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Current Employers
Verity Asset Management

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-06-08
NC RA APPROVED 2011-07-29
  • TX RA
    APPROVED
    Since 2021-06-08
  • NC RA
    APPROVED
    Since 2011-07-29

Branch Locations

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

Durham, NC • 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
Verity Asset Management, Inc. Durham NC 07/2011 Present
  • 07/2011 → Present
    Verity Asset Management, Inc.
    Durham, NC
Previous Registrations
  • 2009-03-19 → 2011-07-29
    Verity Investments, Inc.
    Durham, NC
  • 2006-06-08 → 2009-12-08
    Chapel Hill Investment Advisors
    Chapel Hill, NC
  • 2006-06-08 → 2009-12-08
    Chapel Hill, NC
Other Businesses

1) Verity Financial Group, Inc.; Not investment-related; Durham, NC; Insurance agency; Agent; Independent Contractor; 07/2011; 0 hours per month; 0 during market hours; Insurance and annuity products. 2) The Chamber Orchestra of the Triangle, Inc.; Not investment-related; Chapel Hill, NC; Music and education; Volunteer; Finance committee; 01/2025; 5 hours per month; 0 during market hours; Advice the finance committee.

Designations

View on SEC IAPD

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