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Justina Renee Welch

Integrity Wealth Solutions LLC

Denver, CO

CRD 3276656

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Employer firm

Integrity Wealth Solutions LLC CRD 284862

$369M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Integrity Wealth Solutions Llc

4725 S. Monaco Street Suite 335, Denver, CO 80237 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-02-09
CO RA APPROVED 2016-08-30
  • TX RA
    APPROVED
    Since 2017-02-09
  • CO RA
    APPROVED
    Since 2016-08-30

Branch Locations

4725 S. Monaco Street Suite 335, Denver, CO 80237 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Integrity Wealth Solutions Denver CO 08/2016 Present
  • 08/2016 → Present
    Integrity Wealth Solutions
    Denver, CO
Previous Registrations
  • 2012-12-14 → 2016-07-29
    M. J. Smith And Associates
    Greenwood Village, CO
  • 2011-06-28 → 2012-09-18
    Camas, WA
    Plano, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-06-27
S63 Uniform Securities Agent State Law Examination 2000-03-03
  • S65 Uniform Investment Adviser Law Examination
    2011-06-27
  • S63 Uniform Securities Agent State Law Examination
    2000-03-03
Designations
  • Certified Financial Planner
Other Names
  • Tina Welch
  • Justina Renee Welch
  • Tina Renee Welch

View on SEC IAPD

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