DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

VERITRUST FINANCIAL, LLC

CRD 106594

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e601e07a-ac70-20dd-d5e0-605b0284a79c

Data as of Sep 27, 2013 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 40
Dated events: 0
On other graphs: 0
Observed: Nov 23, 2011 to Sep 27, 2013
6 observations

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $70.5MItem 5.F on the latest filing (2013-09-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $27.4M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 73
Advisory employees: 36
Accounts: 570
SEC number: 801-71237
CRD: 106594
Filings on the tape: 6
First filed: Nov 23, 2011
Latest filed: Sep 27, 2013
Organised: Limited Liability Company, Texas

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BROWN, EDGAR ALLEN JR	PRESIDENT/CEO/CFO/MANAGING MEMBER	Na	yes	08/2005	Nov 23, 2011	Sep 27, 2013
BROWN, EDGAR ALLEN JR	Owner	E	yes	09/2009	Nov 23, 2011	Sep 27, 2013
BROWN, EDGAR ALLEN JR	Cco	Na	yes	09/2013	Nov 23, 2011	Sep 27, 2013
VFS FINANCIAL SERVICES, INC	Member	E	yes	09/2009	Nov 23, 2011	Sep 27, 2013
ZAWAIDEH, RENATA STANISLAWA	FINANCIAL OPERATIONS PRINCIPAL	Na	no	08/2011	Nov 23, 2011	Sep 27, 2013

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Northport	Al	United States	n/a	no
Camarillo	CA	United States	n/a	no
Downey	CA	United States	n/a	no
Redlands	CA	United States	n/a	no
Montchanin	De	United States	n/a	no
CORAL SPRINGS	FL	United States	n/a	no
Jacksonville	FL	United States	n/a	no
Lisle	IL	United States	n/a	no
Kirkland	Wa	United States	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2012	Mar 25, 2013	$70.5M	$27.4M	73	36	n/a	n/a	n/a
2011	Mar 28, 2012	$62.9M	$18.8M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2012	$70.5M	$62.9M	12.0%	n/a	n/a	73	n/a	n/a	n/a

Relationships

Controls (2)

← BROWN, EDGAR ALLEN JROwnerPRESIDENT/CEO/CFO/MANAGING MEMBER, ownership code NA, individual
Nov 23, 2011 to presentfactForm ADV
← VFS FINANCIAL SERVICES, INCOwnerMEMBER, ownership code E, domestic entity
Nov 23, 2011 to presentfactForm ADV

Owns (1)

← ZAWAIDEH, RENATA STANISLAWAOwnerFINANCIAL OPERATIONS PRINCIPAL, ownership code NA, individual
Nov 23, 2011 to presentfactForm ADV

Registered with (34)

← WILLIAM GEORGE BRENNANAdvisorregistration: previous registration
May 15, 2008 to Oct 7, 2013factForm ADV
← JOSEPH CHARLES CHALOMAdvisorregistration: previous registration
Jun 29, 2011 to Oct 7, 2013factForm ADV
← TERRY DUHAMELAdvisorregistration: previous registration
Feb 3, 2006 to Oct 7, 2013factForm ADV
← Timothy Frank McFallAdvisorregistration: previous registration
May 4, 2005 to Oct 7, 2013factForm ADV
← HECTOR NOE HINOJOSAAdvisorregistration: previous registration
Apr 27, 2011 to Oct 7, 2013factForm ADV
← GEOFFREY BALLARD HAYNESAdvisorregistration: previous registration
Jan 6, 2012 to Oct 7, 2013factForm ADV
← RICHARD EDWARD BENTELAdvisorregistration: previous registration
Feb 26, 2010 to Oct 7, 2013factForm ADV
← BRADLEY JAY EASOMAdvisorregistration: previous registration
Jan 3, 2008 to Oct 7, 2013factForm ADV
← CONSTANTIN DRAGOMIR BRANCOVAdvisorregistration: previous registration
Apr 24, 2008 to Oct 7, 2013factForm ADV
← FRED WAYNE THOMASAdvisorregistration: previous registration
May 22, 2009 to Oct 7, 2013factForm ADV
← Nick Allen EdwardsAdvisorregistration: previous registration
Apr 2, 2004 to Oct 7, 2013factForm ADV
← JUDITH ANGELA ZEIGLERAdvisorregistration: previous registration
Oct 25, 2012 to Oct 7, 2013factForm ADV
← Philip DetlefsAdvisorregistration: previous registration
Jun 7, 2007 to Oct 7, 2013factForm ADV
← JAMES WILLIAM SNIDERAdvisorregistration: previous registration
Oct 1, 2007 to Oct 7, 2013factForm ADV
← KATHERINE JEAN MORRISAdvisorregistration: previous registration
Jan 10, 2007 to Oct 7, 2013factForm ADV
← NATHAN ANDREW EDWARDSAdvisorregistration: previous registration
Jul 14, 2011 to Oct 7, 2013factForm ADV
← Quincy DeEarl CaldwellAdvisorregistration: previous registration
Apr 9, 2013 to Oct 7, 2013factForm ADV
← SCOTT STEPHEN JACOBSAdvisorregistration: previous registration
Apr 12, 2012 to Oct 7, 2013factForm ADV
← IDOLINA MARIA SHUMWAYAdvisorregistration: previous registration
Jun 29, 2010 to Oct 7, 2013factForm ADV
← Mark Allen TownsendAdvisorregistration: previous registration
Jun 20, 2012 to Sep 27, 2013factForm ADV
← WADE THOMAS ULOTHAdvisorregistration: previous registration
Dec 2, 2009 to Sep 27, 2013factForm ADV
← DENA JEAN MCSHERRYAdvisorregistration: previous registration
Apr 3, 2012 to Mar 28, 2013factForm ADV
← CHANTAL BALCOMAdvisorregistration: previous registration
Jun 22, 2005 to Nov 19, 2012factForm ADV
← PAUL JOSEPH JACOBSAdvisorregistration: previous registration
Dec 9, 2011 to Aug 16, 2012factForm ADV
← RICHARD GARY LUCASAdvisorregistration: previous registration
Sep 3, 2010 to Mar 16, 2012factForm ADV
← MARC CHRISTOPHER HELFRICHAdvisorregistration: previous registration
Jul 8, 2010 to Mar 15, 2012factForm ADV
← JORGE ENRIQUE GONZALEZAdvisorregistration: previous registration
Nov 1, 2007 to Jul 15, 2011factForm ADV
← MICHAEL DEAN MOOREAdvisorregistration: previous registration
Jan 19, 2011 to Apr 4, 2011factForm ADV
← TERRY ALBERT PASQUALEAdvisorregistration: previous registration
Jan 5, 2009 to Dec 2, 2009factForm ADV
← JESSICA LYNN LAFERRERAAdvisorregistration: previous registration
Oct 28, 2008 to May 5, 2009factForm ADV
and 4 more

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e601e07a-ac70-20dd-d5e0-605b0284a79c
First observed: Nov 23, 2011
Last observed: Sep 27, 2013 158 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VERITRUST FINANCIAL, LLC

CRD 106594

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e601e07a-ac70-20dd-d5e0-605b0284a79c

Data as of Sep 27, 2013 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:02 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BROWN, EDGAR ALLEN JR

PRESIDENT/CEO/CFO/MANAGING MEMBER

yes

08/2005

Nov 23, 2011

Sep 27, 2013

BROWN, EDGAR ALLEN JR

Owner

yes

09/2009

Nov 23, 2011

Sep 27, 2013

BROWN, EDGAR ALLEN JR

Cco

yes

09/2013

Nov 23, 2011

Sep 27, 2013

VFS FINANCIAL SERVICES, INC

Member

yes

09/2009

Nov 23, 2011

Sep 27, 2013

ZAWAIDEH, RENATA STANISLAWA

FINANCIAL OPERATIONS PRINCIPAL

08/2011

Nov 23, 2011

Sep 27, 2013

City

State

Country

Employees

Also broker-dealer

Northport

United States

n/a

Camarillo

United States

n/a

Downey

United States

n/a

Redlands

United States

n/a

Montchanin

United States

n/a

CORAL SPRINGS

United States

n/a

Jacksonville

United States

n/a

Lisle

United States

n/a

Kirkland

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2012

Mar 25, 2013

$70.5M

$27.4M

n/a

2011

Mar 28, 2012

$62.9M

$18.8M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2012

$70.5M

$62.9M

12.0%

n/a