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.

Current firm

VERTIS WEALTH, 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

Dec 1, 2011earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

6

Exams

S66

First exam

Mar 17, 2012

First registration

Mar 21, 2012

Dual registered

no

Other names

AARON HARRISON

IAPD individual key

5975328

• Occurred

  Aug 10, 2023
  Advisor changed firm

  Aaron Lee Harrison left Citizens Securities, Inc. for Vertis Wealth, Llc (registered 2024-10-07)

  Form ADVobserved 6 days ago
• Occurred

  Mar 8, 2023
  Advisor changed firm

  Aaron Lee Harrison left Ameriprise Financial Services, Llc for Citizens Securities, Inc. (registered 2023-03-15)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f50f386d-05a7-a83a-9fdb-1a1891f312e3

First observed

Mar 21, 2012

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed 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.