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RIA / WealthAdvisor31 years in industry

ERIC R CORTEZ

Advisor at VERUS CAPITAL PARTNERS, LLC

HERMOSA BEACH, CA

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Search this name across graphsid dfx:ria:7d706358-1995-0770-7b5c-8eb5419f0b37

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 19, 1999 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: 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: Nov 1, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Nov 1, 1994
First registration: Jul 19, 1999
Dual registered: no
IAPD individual key: 2545829

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
VERUS CAPITAL PARTNERS, LLC	Independent wealth	Sep 10, 2025	n/a	yes	HERMOSA BEACH, CA	Current employment
WELLS FARGO ADVISORS	Wirehouse	Jan 5, 2018	Jun 4, 2019	no	HERMOSA BEACH, CA\|HENDERSON, NV	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 1, 2003	Jan 5, 2018	no	HENDERSON, NV\|WOODLAND HILLS, CA\|MANHATTAN BEACH, CA	Previous registration
PRUDENTIAL EQUITY GROUP, LLC	n/a	Mar 31, 2003	Jul 1, 2003	no	LOS ANGELES, CA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jul 19, 1999	Apr 11, 2003	no	BEVERLY HILLS, CA	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
WELLS FARGO ADVISORS	VERUS CAPITAL PARTNERS, LLC	Jun 4, 2019	Sep 10, 2025	2,290	Firm change after gap	Wirehouse to RIA
WELLS FARGO ADVISORS	WELLS FARGO ADVISORS	Jan 5, 2018	Jan 5, 2018	0	Channel change	Wirehouse to wirehouse
PRUDENTIAL EQUITY GROUP, LLC	WELLS FARGO ADVISORS	Jul 1, 2003	Jul 1, 2003	0	Bulk transfer	Other
CITIGROUP GLOBAL MARKETS INC.	PRUDENTIAL EQUITY GROUP, LLC	Apr 11, 2003	Mar 31, 2003	-11	Firm change	Other

Relationships

Registered with (5)

→ VERUS CAPITAL PARTNERS, LLCRegistered adviserregistration: current employment
Sep 10, 2025 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 5, 2018 to Jun 4, 2019factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 1, 2003 to Jan 5, 2018factForm ADV
→ PRUDENTIAL EQUITY GROUP, LLCRegistered adviserregistration: previous registration
Mar 31, 2003 to Jul 1, 2003factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jul 19, 1999 to Apr 11, 2003factForm ADV

Dated events

No dated event names this entity yet.