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Advisor at VERUS CAPITAL PARTNERS, LLC
SCOTTSDALE, AZ | Ventura, CA
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 |
|---|---|---|---|---|---|---|
| VERUS CAPITAL PARTNERS, LLC | Independent wealth | Sep 20, 2025 | n/a | yes | Ventura, CA|SCOTTSDALE, AZ | Current employment |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Dec 11, 2014 | Mar 5, 2021 | no | VENTURA, CA|VENTURA, CA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 25, 2006 | Dec 12, 2014 | no | OXNARD, CA | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | May 15, 2001 | Jan 25, 2006 | no | VENTURA, CA|VENTURA, CA|VENTURA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SECURITIES AMERICA ADVISORS, INC. | VERUS CAPITAL PARTNERS, LLC | Mar 5, 2021 | Sep 20, 2025 | 1,660 | Firm change after gap | Ibd to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | SECURITIES AMERICA ADVISORS, INC. | Dec 12, 2014 | Dec 11, 2014 | -1 | Firm change | Other |
| WELLS FARGO INVESTMENTS, LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jan 25, 2006 | Jan 25, 2006 | 0 | Firm change | Other |