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Advisor at VERITY ASSET MANAGEMENT
DURHAM, NC | RALEIGH, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| VERITY ASSET MANAGEMENT | Independent wealth | Jan 7, 2022 | n/a | yes | RALEIGH, NC|DURHAM, NC | Current employment |
| MERIT FINANCIAL LLC | n/a | Oct 16, 2014 | May 23, 2017 | no | SHARON, MA|DEDHAM, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERIT FINANCIAL LLC | VERITY ASSET MANAGEMENT | May 23, 2017 | Jan 7, 2022 | 1,690 | Firm change after gap | Other |