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Thomas Justin Kozelka

Integras Partners, LLC

Alpharetta, GA

CRD 2786921

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Employer firm

Integras Partners, LLC CRD 172979

$245M regulatory AUM 1 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Integras Partners, Llc

3180 North Point Parkway Suite 102, Alpharetta, GA 30005 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-06-26
  • GA RA
    APPROVED
    Since 2026-06-26

Branch Locations

3180 North Point Parkway Suite 102, Alpharetta, GA 30005 • 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
Janus Distributors Llc Denver CO 10/2004 01/2022
Janus Management Holdings Corp Denver CO 10/2004 01/2021
Janus Henderson Investors Us Llc Denver CO 01/2021 08/2022
Janus Henderson Distributors Us Llc Denver CO 01/2022 08/2022
Cambridge Investment Research, Inc. Fairfield IA 08/2022 03/2024
Cambridge Investment Research Advisors, Inc. Fairfield IA 02/2023 03/2024
Adapt Wealth Advisors, Llc Altanta GA 03/2024 06/2026
Integras Partners, Llc Atlanta GA 06/2026 Present
  • 10/2004 → 01/2022
    Janus Distributors Llc
    Denver, CO
  • 10/2004 → 01/2021
    Janus Management Holdings Corp
    Denver, CO
  • 01/2021 → 08/2022
    Janus Henderson Investors Us Llc
    Denver, CO
  • 01/2022 → 08/2022
    Janus Henderson Distributors Us Llc
    Denver, CO
  • 08/2022 → 03/2024
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 02/2023 → 03/2024
    Fairfield, IA
  • 03/2024 → 06/2026
    Altanta, GA
  • 06/2026 → Present
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-14
S63 Uniform Securities Agent State Law Examination 1998-09-17
  • S65 Uniform Investment Adviser Law Examination
    2023-02-14
  • S63 Uniform Securities Agent State Law Examination
    1998-09-17
Other Names
  • T. J. Kozelka
  • Thomas Justin Kozelka
  • Thomas Kozelka

View on SEC IAPD

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