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RIA / WealthAdvisorPersonal Financial Specialist16 years in industry

JOHN LEE MARTIN

Advisor at VERITY ASSET MANAGEMENT

DURHAM, NC | WILMINGTON, NC

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 19, 2010 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VERITY ASSET MANAGEMENT
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: Feb 5, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Personal Financial Specialist
Exams: S65
First exam: Feb 5, 2010
First registration: Apr 19, 2010
Dual registered: no
Other names: LEE MARTIN
IAPD individual key: 5782137

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VERITY ASSET MANAGEMENT	Independent wealth	Feb 8, 2024	n/a	yes	DURHAM, NC\|WILMINGTON, NC	Current employment
IRONGATE PARTNERS, INC.	Former SEC adviser	Aug 14, 2014	Mar 21, 2017	no	WILMINGTON, NC	Previous registration
VERITY ASSET MANAGEMENT	Independent wealth	Feb 29, 2012	May 30, 2012	no	DURHAM, NC	Previous registration
OLD NORTH STATE WEALTH MANAGEMENT, LLC	Independent wealth	Apr 19, 2010	Jan 30, 2012	no	WILMINGTON, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
IRONGATE PARTNERS, INC.	VERITY ASSET MANAGEMENT	Mar 21, 2017	Feb 8, 2024	2,515	Firm change after gap	Other
VERITY ASSET MANAGEMENT	IRONGATE PARTNERS, INC.	May 30, 2012	Aug 14, 2014	806	Firm change after gap	Other
OLD NORTH STATE WEALTH MANAGEMENT, LLC	VERITY ASSET MANAGEMENT	Jan 30, 2012	Feb 29, 2012	30	Firm change	Other

Relationships

Registered with (3)

→ VERITY ASSET MANAGEMENTRegistered adviserregistration: previous registration
Feb 29, 2012 to May 30, 2012factForm ADV
→ IRONGATE PARTNERS, INC.Registered adviserregistration: previous registration
Aug 14, 2014 to Mar 21, 2017factForm ADV
→ OLD NORTH STATE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 19, 2010 to Jan 30, 2012factForm ADV

Dated events

No dated event names this entity yet.