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Justin Louis

Verum Partners LLC

Charlotte, NC

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Current Employers
Verum Partners Llc

2333 Randolph Road Suite 250, Charlotte, NC 28207 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-08-15
  • NC RA
    APPROVED
    Since 2023-08-15

Branch Locations

2333 Randolph Road Suite 250, Charlotte, NC 28207 • 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
Carolinas Investment Consulting Llc Charlotte NC 11/2016 08/2023
Consert Inc San Antonio TX 09/2010 11/2016
Carolinas Wealth Consulting Llc Charlotte NC 05/2019 08/2023
Verum Partners Llc Charlotte NC 08/2023 Present
  • 11/2016 → 08/2023
    Carolinas Investment Consulting Llc
    Charlotte, NC
  • 09/2010 → 11/2016
    Consert Inc
    San Antonio, TX
  • 05/2019 → 08/2023
    Carolinas Wealth Consulting Llc
    Charlotte, NC
  • 08/2023 → Present
    Verum Partners Llc
    Charlotte, NC
Previous Registrations
  • 2019-05-13 → 2023-08-16
    Carolinas Wealth Consulting Llc
    Charlotte, NC
  • 2017-05-04 → 2001-04-17
    Carolinas Investment Consulting Llc
    Charlotte, NC
Other Businesses

Assistant for David A. Perkins CPA, Charlotte, NC. CPA Firm. During Feb 15th to Apr. 15th allocates 8 hrs/week during business hours and 5 hrs/week during non-business hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-04
  • S66 Uniform Combined State Law Examination
    2017-05-04
Designations

View on SEC IAPD

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