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Reading the graph
Advisor at VERITY ASSET MANAGEMENT
DURHAM, NC | TALLAHASSEE, FL
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 ASSET MANAGEMENT | Independent wealth | Mar 5, 2020 | n/a | yes | DURHAM, NC|TALLAHASSEE, FL | Current employment |
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Jul 13, 2018 | Feb 11, 2020 | no | TALLAHASSEE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | VERITY ASSET MANAGEMENT | Feb 11, 2020 | Mar 5, 2020 | 23 | Firm change | RIA to RIA |