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HT

Henry E. Tebben

VERITAS
Punta Gorda, FL
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CRD#: 1010271
HT

Professional summary


Henry Edward Tebben is a registered financial advisor currently at VERITAS located in Punta Gorda, Florida.

Henry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Henry has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Henry Edward Tebben's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 13, 2017 - Present

VERITAS

RIA
CRD#: 289469
Punta Gorda, FL
Past

December 17, 2004 - September 14, 2015

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
DENVER, CO
Past

November 22, 2004 - September 14, 2015

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DENVER, CO
Past

October 22, 2002 - January 6, 2004

JOHN HANCOCK DISTRIBUTORS LLC

RIA
CRD#: 5249
BUFFALO CREEK, CO
Past

September 19, 2002 - January 6, 2004

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA
Past

October 14, 1998 - August 2, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

May 16, 1996 - September 21, 1998

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 289
HOUSTON, TX
Past

October 27, 1989 - April 1, 1996

ROYAL MACCABEES SECURITIES COMPANY

BD
CRD#: 6704
SOUTHFIELD, MI
Past

October 31, 1981 - August 7, 1989

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(10/13/2017)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/12/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


VE
VERITAS
VERITAS | VERITAS FARMS, INC

CRD#: 289469 / SEC#:

Colorado
Registered Investment Advisory firm - (10/13/2017 Approved)
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Contact information


Main Address
Punta Gorda, FL
Mailing Address
Phone number
(303) 898-2315
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

Red Flags


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Company Information


VERITAS

CRD#: 289469Punta Gorda, FL

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