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Charles Collins Anderson

Verity Investment Partners

Beaufort, SC

San Antonio, TX

CRD 1294479

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Employer firm

Verity Investment Partners CRD 119630

$1.40B regulatory AUM 25 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • SUB ADIVSORY SERVICES TO OTHER INVESTMENT ADVISERS

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

Current Employers
Verity Investment Partners

2015 Boundary Street 2Nd Floor, Beaufort, SC 29902 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-01-12
  • TX RA
    APPROVED
    Since 2021-01-12

Branch Locations

2015 Boundary Street 2Nd Floor, Beaufort, SC 29902 • United States

325 Elizabeth Road, San Antonio, TX 78209 • 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
South Texas Veterinary Specialists, Llp San Antonio TX 07/2000 06/2017
Verity And Verity, Llc Dba Verity Investment Partners San Antonio TX 01/2009 Present
  • 07/2000 → 06/2017
    South Texas Veterinary Specialists, Llp
    San Antonio, TX
  • 01/2009 → Present
    Verity And Verity, Llc Dba Verity Investment Partners
    San Antonio, TX
Previous Registrations
  • 2009-01-12 → 2020-12-31
    San Antonio, TX
    Beaufort, SC
    San Antonio, TX
  • 2007-11-30 → 2008-12-31
    Affinity Capital Partners, Llc
    San Antonio, TX
Other Businesses

These are not public companies and are not investment related businesses. Goodside Health September 2019 - present Board Member - Board Service For profit and compensated. Not investment related businesses. Cityvet, LLC (veterinary care). April 2019 - present Executive Chairman - Board Leadership For profit and compensated. Not investment related businesses. These use about 40 hours per month of time.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-08-23
  • S65 Uniform Investment Adviser Law Examination
    2007-08-23
Other Names
  • Andy Anderson
  • Charles Collins Anderson

View on SEC IAPD

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