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280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-11-26 |
| TX | RA | APPROVED_RES | 2021-05-18 |
| CA | RA | APPROVED | 2019-01-10 |
Branch Locations
280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
Highland, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Teacher's Pension & Insurance Services | Highland | UT | 01/2006 | Present |
| Capital Loan Associates | San Diego | CA | 03/2018 | 01/2021 |
| Verity Investments, Inc. | Durham | NC | 01/2018 | 11/2025 |
| Verity Asset Management | Durham | NC | 01/2018 | Present |
| Verity Financial | Durham | NC | 01/2018 | Present |
| Insurance Staffing Services | Oakdale | CA | 01/2021 | Present |
| The Leaders Group Dba Simplicity Investments | Summit | NJ | 11/2025 | Present |
1.) INSURANCE STAFFING SERVICES - 1/1/2021 - 213 S Sierra Avenue, Oakdale, CA 95361 - Manager, Oversee staff & benefits, Not Invt Rel, Insurance clerical services & processing, 20 hrs/mo; 20 hrs/mo (during trading hours). 2.) REAL ESTATE INVESTING & MANAGING - 7/1/2024 - 6246 W Hanover Way, Highland, UT 84003 - CEO, Purchasing & managing properties, Not Invt Rel, Real estate investing & management, 25 hrs/mo; 25 hrs/mo (during trading hours). 3.) VERITY ASSET MANAGEMENT - 1/1/2018 - 280 S Mangum Street, Suite 550, Durham, NC 27701 - IAR, Advisory Services, Invt Rel, RA business, 160 hrs/mo; 160 hrs/mo (during trading hours). 4.) VERITY FINANCIAL - 1/1/2018 - 280 S Mangum Street, Suite 550, Durham, NC 27701 - Agent, Independent Contractor, Not Invt Rel, Insurance business, 40 hrs/mo; 40 hrs/mo (during trading hours). 5.) TEACHERS PENSION & INSURANCE SERVICES - 11/30/2006 - 6243 W Hanover Way, Highland, UT - CEO-Insurance Agent, Oversee agents and staff, Not Invt Rel, Insurance sales & marketing business, 200 hrs/mo; 160 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-01-09 |
| S65 | Uniform Investment Adviser Law Examination | 2019-01-03 |
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