David Lawrence Bailin

Current Employers

Integrous Wealth Strategies

2277 Route 33 Suite 415, Hamilton, NJ 08690 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-05-26

NJ RA
APPROVED

Since 2026-05-26

Branch Locations

2277 Route 33 Suite 415, Hamilton, NJ 08690 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Personal Wealth Strategies For Physicians	Hamilton	NJ	12/2008	Present
Personal Wealth Strategies	Hamilton	NJ	05/2002	Present
David Bailin	Hamilton	NJ	02/1998	Present
David Bailin	Hamilton	NJ	05/2000	Present
Woodbury Financial Services, Inc.	Hamilton	NJ	02/2013	01/2024
Integrous Wealth Strategies Llc	Hamilton	NJ	05/2026	Present
Purshe Kaplan Sterling Investments	Albany	NY	05/2026	Present
Osaic Wealth, Inc.	Hobe Sound	FL	01/2024	05/2026
Personal Wealth Strategies Llc	Hamilton	NJ	08/2026	Present

12/2008 → Present

Personal Wealth Strategies For Physicians

Hamilton, NJ
05/2002 → Present

Personal Wealth Strategies

Hamilton, NJ
02/1998 → Present

David Bailin

Hamilton, NJ
05/2000 → Present

David Bailin

Hamilton, NJ
02/2013 → 01/2024

Woodbury Financial Services, Inc.

Hamilton, NJ
05/2026 → Present

Integrous Wealth Strategies Llc

Hamilton, NJ
05/2026 → Present

Purshe Kaplan Sterling Investments

Albany, NY
01/2024 → 05/2026

Osaic Wealth, Inc.

Hobe Sound, FL
08/2026 → Present

Personal Wealth Strategies Llc

Hamilton, NJ

Previous Registrations

2024-01-19 → 2026-05-28

Osaic Wealth, Inc.

Hobe Sound, FL

Hamilton, NJ
2013-02-01 → 2024-01-19

Woodbury Financial Services, Inc.

Hamilton, NJ

Hamilton, NJ

Wexford, PA

Hobe Sound, FL
2002-06-21 → 2013-02-06

Securian Financial Services, Inc.

Hamilton Square, NJ

Hamilton, NJ

Other Businesses

1. Integrous Wealth Strategies LLC. Investment-Related. At Registered Location. RIA. Managing Partner. 08/2026. 150 hrs/month. 150 hrs during trading hrs. Management and personal production. 2. Integrous Wealth Strategies LLC. Investment-Related. At Registered Location. RIA. Managing Partner. 05/2026. 10 hrs/month. 10 hrs during trading hrs. Management and personal production. 3. Fixed Insurance. Investment-Related. At Registered Location. Fixed Insurance. Agent. 05/2026. 10 hrs/month. 10 hrs during trading hrs. Provide insurance advice based on the needs of clients. 4. Personal Wealth Strategies. Investment-Related. At Registered Location. Fixed Insurance. Managing Member. 01/2007. 10 hrs/month. 10 hrs during trading hrs. Fixed insurance production. 5. PWS Realty Holdings LLC. Not Investment-Related. At Registered Location. Real Estate. Managing Member. 12/2013. 2 hrs/month. 0 hrs during trading hrs. Owner and landlord of rental property. The tenants are the RIA and Registered Reps.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-07-01
S63	Uniform Securities Agent State Law Examination	1988-07-15

S65 Uniform Investment Adviser Law Examination

1997-07-01
S63 Uniform Securities Agent State Law Examination

1988-07-15

Designations

View on SEC IAPD