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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-26 |
| PA | RA | APPROVED | 2011-08-02 |
Branch Locations
682 N. Brookside Rd Suite 200, Allentown, PA 18106 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
701 Lawn Avenue, Sellersville, PA 18960 • United States
3452 Easton Ave, Bethlehem, PA 18020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Allentown | PA | 01/2010 | Present |
| Private Advisor Group, Llc | Allentown | PA | 07/2011 | Present |
| Integrity Wealth Management Llc | Allentown | PA | 03/2016 | Present |
1. 09/15/2011: Private Advisor Group - Registered Investment Advisor - DBA: Private Advisor Group - Investment Related - At Reported Business Location(s) - 60% Time Spent - Investment advisory services through Private Advisor Group, a registered advisory firm, charging a fixed fee. 2. 06/17/2015: Private Advisor Group - Registered Investment Advisor Hybrid - DBA: (Hybrid) Integrity Wealth Partners - Investment Related - 682 N. Brookside Rd. Allentown PA 18106 - Start 06/11/2015 - 180 Hr/Mo; 150 Hour(s) During Securities Trading - All IAR's are registered with LPL Financial. The RIA is Private Advisor Group and the DBA is Integrity Wealth Partners. 3. 09/30/2016: Private Advisor Group - Registered Investment Advisor DBA - DBA: (Hybrid) Integrity Wealth Management LLC - Investment Related - 682 N. Brookside Rd. Allentown PA 18106 - Start 09/06/2016 - 20 Hr/Mo; 15 Hour(s) During Securities Trading - I provide investment advisory services Private Advisor Group, an independent investment advisor firm. I started this business activity on 8/30/16. I expect to spend approximately 20 hours/month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 1/11/2017: Integrity Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 09/06/2016 - 20 Hours Per Month/15 Hours During Securities Trading - I provide financial planning and consulting services through Integrity Wealth Management LLC, an independent investment advisor firm. I started this business activity in Dec, 2016. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 5. 7/11/2019 - Integrity Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/15/2015 - 160 Hours Per Month/12 Hours During Securities Trading. 6. 7/17/2019 - No Business Name - Investment Related - Home Based & Bethlehem PA 18018 - Real Estate Rental - Started 04/01/2017 - 5 Hours Per Month/0 Hours During Securities Trading. 7. 7/24/2019 - No Business Name - Investment Related - 210 Bella Vista Dr. Bethlehem PA 18017 & 515 4th Ave Bethlehem PA 18018 - Real Estate Rental - Started 12/01/2004 - 8 Hours Per Month/0 Hours During Securities Trading. 8. 08/16/2022 - Integrity Wealth Holdings, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 07/31/2022 - 5 Hours Per Month/5 Hours During Securities Trading. 9. 01/31/2024 - GMI Digital LLC - Other - Art Curation - Partner - Not Investment Related - Home Based - Start Date 05/15/2023 - 20 Hours Per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-10 |
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