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.

Current firm

VERUS CAPITAL PARTNERS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 3, 1999earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

2

Exams

S63|S66

First exam

Dec 3, 1999

First registration

Jan 22, 2007

Dual registered

yes, broker-dealer

Other names

JEFF MATHIS

IAPD individual key

4037942

• Occurred

  Oct 24, 2025
  Advisor changed firm

  Jeffrey Alan Mathis left Heritage Wealth Management, Llc for Verus Capital Partners, Llc (registered 2025-10-20)

  Form ADVobserved 6 days ago
• Occurred

  Jul 10, 2025
  Advisor changed firm

  Jeffrey Alan Mathis left Next Financial Group, Inc. for Heritage Wealth Management, Llc (registered 2019-10-09)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:467e62bc-5e0d-d9fa-9616-892d39237e20

First observed

Jan 22, 2007

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.