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Angela Connolly

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 2023-10-09
  • NC RA
    APPROVED
    Since 2023-10-09

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
Verum Partners, Llc Charlotte NC 03/2023 06/2026
Crescent Ridge Ice Cream & Dairy Boston MA 03/2016 12/2020
Fidelity Investments Boston MA 01/2020 06/2020
The Broadway Boston MA 01/2022 05/2022
Mfs Investment Management Boston MA 01/2021 07/2021
Spx Technologies, Inc. Boston MA 06/2022 03/2023
Northeastern University Boston MA 09/2017 05/2022
Verum Partners, Llc Charlotte NC 06/2026 Present
  • 03/2023 → 06/2026
    Verum Partners, Llc
    Charlotte, NC
  • 03/2016 → 12/2020
    Crescent Ridge Ice Cream & Dairy
    Boston, MA
  • 01/2020 → 06/2020
    Fidelity Investments
    Boston, MA
  • 01/2022 → 05/2022
    The Broadway
    Boston, MA
  • 01/2021 → 07/2021
    Mfs Investment Management
    Boston, MA
  • 06/2022 → 03/2023
    Spx Technologies, Inc.
    Boston, MA
  • 09/2017 → 05/2022
    Northeastern University
    Boston, MA
  • 06/2026 → Present
    Verum Partners, Llc
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-07
  • S65 Uniform Investment Adviser Law Examination
    2023-10-07

View on SEC IAPD

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