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Verum Partners LLC CRD 301058
$1.01B regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2333 Randolph Road Suite 250, Charlotte, NC 28207 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-05-03 |
Branch Locations
2333 Randolph Road Suite 250, Charlotte, NC 28207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carolinas Investment Consulting Llc | Charlotte | NC | 02/2008 | 05/2019 |
| Verum Partners Llc | Charlotte | NC | 05/2019 | Present |
Licenses insurance professional; same address; less than 10% of business time.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-04-18 |
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