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Bratenahl, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-14 |
| TX | RA | APPROVED_RES | 2024-09-09 |
| OH | RA | APPROVED | 2013-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrity First Planners, Inc. | Bratenahl | OH | 04/2013 | Present |
| Triad Advisors, Inc. | Norcross | GA | 05/2013 | 08/2024 |
| Osaic Wealth, Inc. | Bratenahl | OH | 08/2024 | 11/2024 |
1)INTEGRITY FIRST PLANNERS, INC;INVESTMENT RELATED;124 HASKELL DR, BRATENAHL, OH 44108;RIA;PRESIDENT/OWNER;4/17/2013;100 HRS/MONTH;6 HRS ONE CDURING TRADING;PORTFOLIO MANAGER,INSURANCE AGENT,FINANCIAL PLANNER 2)SELF/INTEGRITY FIRST PLANNERS,INC DBA;NOT INVESTMENT RELATED;124 HASKELL DR, BRATENAHL, OH 44108;INSURANCE;INSURANCE AGENT;1997;20 HRS/MONTH;1 HR DURING TRADING;REVIEW,RECOMMEND,SELL INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-14 |
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