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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-03-03 |
| NC | RA | APPROVED | 2024-03-26 |
Branch Locations
107 North Main Street, Monroe, NC 28112 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
311 East Main Street, Spartanburg, SC 29302 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/1999 | 10/2021 |
| Raymond James Financial Services, Inc. | Monroe | NC | 10/2021 | 03/2024 |
| Raymond James Financial Services Advisors, Inc. | Monroe | NC | 10/2021 | 03/2024 |
| Freedom Street Partners | Monroe | NC | 10/2021 | 03/2024 |
| Steward Partners Global Advisory, Llc | Monroe | NC | 03/2024 | Present |
| Steward Partners Investment Solutions, Llc | Monroe | NC | 03/2024 | Present |
| Steward Partners Investment Advisory, Llc | Monroe | NC | 03/2024 | Present |
(1)Name of Business: Freedom Street Partners Address: 107 N Main St, Monroe, NC, 28112-4722, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/14/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Activities as they relate to my financial planning practice (2)Name of Business: FSP Enterprise, LLC Address: 107 N Main St, Monroe, NC, 28112-4722, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/28/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Owner non-control (3)Name of Business: Integrity Wealth Holdings, LLC Address: 107 N Main St, Monroe, NC, 28112-4722, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 02/28/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: This entity is owned by Freedom Street Enterprises, LLC (4)Name of Business: Integrity Wealth Management Address: 107 N Main St, Monroe, NC, 28112-4722, United States Activity Type: Business Owner Position/Title: Officer - President Investment Related: No Start Date: 10/13/2021 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial planning. 5) Name of Business: Union County Community Shelter: Monroe, NC; Activity Type: Homeless Shelter; Position/Title: Board Member; Not investment related; Start Date 06/2022; 1 Hr/Mo devoted to this activity; 0 Hrs/Mo devoted to this activity during trading hours; Description of duties: Organizing fund raising events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-12 |
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