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280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2024-05-29 |
| TX | RA | APPROVED | 2024-05-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Albuquerque Public Schools | Albuquerque | NM | 09/2006 | 06/2022 |
| Unemployed | Albuquerque | NM | 06/2022 | 09/2022 |
| Teacher'S Pension And Insurance Services, Inc. | Oakdale | CA | 09/2022 | Present |
| Verity Asset Management | Durham | NC | 05/2024 | Present |
1) Teacher's Pension and Insurance Services, Inc.; Not investment-related; Oakdale, CA; Insurance agency; Agent; Insurance agent; 09/2022; 120 hours per month; 60 during market hours; Sell insurance and annuity products. 2) Bella Blue Enterprises, LLC. dba Bella Blue, LLC.; Not investment-related; Albuquerque, NM; Pass-through entity; Director; Owner; 10/2022; 40 hours per month; 6 during market hours; Contracted to officiate collegiate and high school sports and receive insurance commissions. 3) Behind The Flag, Inc.; Not investment-related; Corrales, NM; Nonprofit Corporation; Board member; Trainer and organizer; 08/2021; 4 hours per month; 0 during market hours; Organizing and facilitating of training and fundraising events.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-08 |
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