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8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-05-05 |
| AZ | RA | APPROVED | 2017-02-06 |
Branch Locations
8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States
18325 N Allied Way Suite 220, Phoenix, AZ 85054 • 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 |
|---|---|---|---|---|
| J.W. Cole Financial, Inc. | Phoenix | AZ | 05/2013 | 01/2017 |
| J. W. Cole Advisors, Inc. | Tampa | FL | 05/2013 | 01/2017 |
| Securities America, Inc. | Phoenix | AZ | 01/2017 | 10/2020 |
| Verus Capital Partners, Llc | Phoenix | AZ | 01/2017 | Present |
***DBA: Phillips Financial Services ***VERUS CAPITAL PARTNERS, LLC POSITION: advisor NATURE: Verus Capital Partners, LLC Position: IAR - Nature: Investment Advisory Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 01/02/2017 ADDRESS: 20819 n cave creek rd #101, phoenix AZ 85024 DESCRIPTION: advisory business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-21 |
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