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Timothy P. Kingsbury

Veris Wealth Partners, LLC

New York, NY

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Current Employers
Veris Wealth Partners, Llc

1111 Broadway Suite 300, Oakland, CA 94607 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-24
  • NY RA
    APPROVED
    Since 2021-04-24

Branch Locations

17 State St. Suite 2450, New York, NY 10004 • 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
Wetherby Asset Management San Francisco CA 03/2013 12/2016
Wetherby Asset Management San Francisco CA 12/2016 07/2019
Unemployed Galloway NJ 08/2019 09/2019
Veris Wealth Partners, Llc New York NY 10/2019 Present
  • 03/2013 → 12/2016
    Wetherby Asset Management
    San Francisco, CA
  • 12/2016 → 07/2019
    Wetherby Asset Management
    San Francisco, CA
  • 08/2019 → 09/2019
    Unemployed
    Galloway, NJ
  • 10/2019 → Present
    Veris Wealth Partners, Llc
    New York, NY
Previous Registrations
  • 2016-12-27 → 2019-08-28
    Lnw
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-27
  • S65 Uniform Investment Adviser Law Examination
    2016-12-27
Designations

View on SEC IAPD

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KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
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