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Advisor at VERUM PARTNERS LLC
CHARLOTTE, NC
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 |
|---|---|---|---|---|---|---|
| VERUM PARTNERS LLC | Independent wealth | May 13, 2019 | n/a | yes | CHARLOTTE, NC | Current employment |
| CAROLINAS INVESTMENT CONSULTING LLC | Former SEC adviser | Sep 10, 2015 | May 3, 2019 | no | CHARLOTTE, NC | Previous registration |
| HIGHLINE WEALTH MANAGEMENT, LLC | Former SEC adviser | Dec 4, 2014 | Jul 28, 2015 | no | ROCKVILLE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAROLINAS INVESTMENT CONSULTING LLC | VERUM PARTNERS LLC | May 3, 2019 | May 13, 2019 | 10 | Firm change | RIA to new firm |
| HIGHLINE WEALTH MANAGEMENT, LLC | CAROLINAS INVESTMENT CONSULTING LLC | Jul 28, 2015 | Sep 10, 2015 | 44 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 104379:301058:NC:2019-05-03 | May 3, 2019 | May 13, 2019 | CHARLOTTE, NC | Firm change |