DFX Intelligence
Advisors
Advisors registered through Verity Asset Management
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Gerardo Vergara Certified Financial Planner · dual registrant | Verity Asset Management independent RIA | Durham, Nc | Dec 5, 2025 | 13 y | 2 | 1 |
| Conrad Thomas Walker | Verity Asset Management independent RIA | Danville, Ca | Aug 21, 2018 | 10 y | 0 | 2 |
| Gordon Thomas Wegwart dual registrant | Verity Asset Management independent RIA | Durham, Nc | Jul 29, 2011 | 43 y | 1 | 1 |
Page 2 of 2Previous
53 advisors match.