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2015 Boundary Street 2Nd Floor, Beaufort, SC 29902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-12 |
Branch Locations
2015 Boundary Street 2Nd Floor, Beaufort, SC 29902 • United States
325 Elizabeth Road, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-23 |
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