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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_RES | 2025-05-10 |
| CA | RA | APPROVED | 2024-03-05 |
Branch Locations
280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
7921 Kingswood Dr Ste A1, Citrus Heights, CA 95610-7710 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Teacher'S Pension And Insurance Services, Inc. | Oakdale | CA | 04/2022 | Present |
| Self-Employed | Citrus Heights | CA | 07/2017 | Present |
| Verity Asset Management | Durham | NC | 03/2024 | Present |
| Santa Barbara Unified School District | Santa Barbara | CA | 08/1994 | 07/2017 |
1. Teacher's Pension and Insurance Services, Inc.; Not investment-related; Oakdale, CA; Insurance agency; Agent; Insurance agent; 04/2022; 80 hours per month; 40 during market hours; Sell insurance and annuity products. 2. Retirement Consulting for Educators DBA RC Educators; Not investment-related; Citrus Heights, CA; Financial consulting; Sole proprietor; 07/2017; 100 hours per month; 40 during market hours; Education, consulting, and retirement planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-29 |
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