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280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-06 |
Branch Locations
280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
330 Morrison Park Dr Ste 100, Southlake, TX 76092-1351 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Financial Services Llc | Westlake | TX | 08/2016 | 12/2018 |
| Verity Asset Management | Durham | NC | 01/2022 | Present |
| Aversin Financial Associates | Keller | TX | 01/2019 | 10/2025 |
1) Moes, LLC.; Not investment-related; Southlake, TX; Consulting Services; Officer; Owner; 01/2020; 1 hour per month; 1 during market hours; Client business consulting. 2) Structured Pension, LLC DBA Teacher's Pension; Not investment-related; Southlake, TX; Insurance agency; Officer; CEO/Owner; 01/2022; 50 hours per month; 40 during market hours; Selling insurance products and running day to day operations including client interactions. 3) Structured Financial Group, LP.. DBA Structured Financial Tax Services; Not investment-related; Southlake, TX; Holding company and Tax services; Managing partner; CEO; 01/2022; 25 per month; 25 during market hours; Running day-to-day operations including client interactions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-19 |
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