Marty Kenneth Block

Employer firm

Verus Capital Partners, LLC CRD 151568

$2.29B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2013 → 10/2020
  Securities America Inc
  Scottsdale, AZ
• 03/2013 → Present
  Verus Capital Partners, Llc
  Scottsdale, AZ
• 10/2020 → Present
  Lpl Financial, Llc
  Scottsdale, AZ

Previous Registrations

• 2013-04-10 → 2014-12-31
  Verus Capital Partners, Llc
  Scottsdale, AZ
• 2011-11-03 → 2013-04-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
  Scottsdale, AZ

Other Businesses

1. 10/16/2020 - Retirement Income Strategies, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 1/1/2013 - 80 Hours Per Month/20 Hours During Securities Trading - Time Spent 50%. 2. 10/21/2020 - Verus Capital Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 1/1/2013 - 80 Hours Per Month/20 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Verus Capital Partners, LLC an independent investment advisor firm. I started this business activity in 10/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 10/21/2020 - Verus Capital Partners, LLC - DBA: (Hybrid) Retirement Income Strategies LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 1/1/2013 - 80 Hours Per Month/20 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Verus Capital Partners, LLC, an independent investment advisor firm. I started this business activity in 10/2020. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2011-11-01

Other Names

• Marty K Block