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

VERUM PARTNERS 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 15, 1995earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Personal Financial Specialist

Exams

S65|S63

First exam

Dec 15, 1995

First registration

Apr 1, 2002

Dual registered

no

IAPD individual key

2616463

• Occurred

  Aug 16, 2023
  Advisor changed firm

  David Allen Perkins left Carolinas Wealth Consulting Llc for Verum Partners Llc (registered 2023-08-15)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f7ccd78a-7e51-10c3-4511-5eb37ef1456a

First observed

Apr 1, 2002

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.