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280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-25 |
Branch Locations
Carrollton, TX • United States
280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verity Asset Management | Durham | NC | 10/2023 | Present |
| Teacher'S Pension | Coppell | TX | 10/2007 | Present |
| Unify Child Placing Agency | Grand Prairie | TX | 04/2013 | 10/2022 |
1) Teacher's Pension and Insurance Services, Inc.; Not investment-related; Coppell, TX; Insurance agency; Agent; Insurance agent; 10/2007; 30 hours per month; 30 during market hours; Sell insurance and annuity products. 2) Self-employed; Not investment-related; Coppell, TX; Individual and family services for foster care; Sole proprietor; Contractor; 10/2012; 30 hours per month; 0 during market hours; Analyze and compile reports for children who are being adopted from foster care and assess foster homes for safety and compliance. 3) Absolute Royalty Enterprises, LLC. dba Regal Impressions Notary Services; Not investment-related; Carrollton, TX; Notary public service; Sole proprietor; 07/2020; 30 hours per month; 10 during market hours; Notarize documents as needed or requested. 4) ReUp Foundation, Inc.; Not investment-related; Fort Worth, TX; Charitable organization, Volunteer board member; Operations director; 06/2020; 10 hours per month; 0 during market hours; Plan and coordinate charitable activities and mentorship programs. 5) Perfection Children Services; Not investment-related; Grand Prairie, TX; Family services; Employee; Foster home assessor; 11/2023; 15 hours per month; 0 during market hours; Write foster/adoptive home studies for prospective foster parents. 6) Urban Neighborhood Initiative For Families & Youth (UNIFY); Not investment-related; Grand Prairie, TX; Family services; Employee; Foster home assessor; 11/2023; 15 hours per month; 0 during market hours; Write foster/adoptive home studies for prospective foster parents. 7) Cardinal Wellness And Rehab, PLLC.; Not investment-related; Coppell, TX; Physical therapy; Contractor; Compliance officer; 04/2024; 4 hours per month; 0 during market hours; Compliance, auditing, and other HR-related job duties on an as needed basis.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-08 |
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