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Reading the graph
Advisor at VERITY INVESTMENT PARTNERS
BEAUFORT, SC
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 INVESTMENT PARTNERS | Independent wealth | Jan 13, 2021 | n/a | yes | BEAUFORT, SC | Current employment |
| VERITY INVESTMENT PARTNERS | Independent wealth | Apr 11, 2018 | Dec 31, 2020 | no | BEAUFORT, SC | Previous registration |
| DIVIDEND ASSETS CAPITAL, LLC | Independent wealth | Feb 20, 2014 | Feb 25, 2019 | no | RIDGELAND, SC | Previous registration |
| GREENWOOD CAPITAL ASSOCIATES, LLC | Independent wealth | Oct 22, 2008 | Jul 17, 2013 | no | GREENWOOD, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DIVIDEND ASSETS CAPITAL, LLC | VERITY INVESTMENT PARTNERS | Feb 25, 2019 | Apr 11, 2018 | -320 | Firm change after gap | RIA to RIA |
| GREENWOOD CAPITAL ASSOCIATES, LLC | DIVIDEND ASSETS CAPITAL, LLC | Jul 17, 2013 | Feb 20, 2014 | 218 | Firm change | Other |