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Verity Investment Partners CRD 119630
$1.40B regulatory AUM 25 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2015 Boundary Street 2Nd Floor, Beaufort, SC 29902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-01-10 |
| FL | RA | APPROVED | 2024-01-10 |
| SC | RA | APPROVED | 2024-01-10 |
| TX | RA | APPROVED | 2021-01-12 |
Branch Locations
2015 Boundary Street 2Nd Floor, Beaufort, SC 29902 • United States
2100 Lake Creek Rd., Edwards, CO 81632 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verity & Verity, Llc Dba Verity Investment Partners | Beaufort | SC | 01/2002 | Present |
MR. VERITY SERVES AS A DIRECTOR ON THE BOARD OF AMERICAN FINANCIAL GROUP, INC.("AFG")
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-06 |
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