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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-14 |
| MD | RA | APPROVED | 2012-10-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Mutual | Boston | MA | 02/2004 | Present |
| Integrity Financial Partners, Inc. | New York | NY | 01/2005 | Present |
| Integrity Advisory Partners Llc | New York | NY | 02/2012 | Present |
INTEGRITY FINANCIAL PARTNERS, ~'NIR'~501 FIFTH AVE.~3RD FLOOR~NEW YORK~NY~10028~TAX PREPARATION/ACCOUNTING~PARTNER/GENERAL PARTNER~11/2004~10HRS~3HRS~MEETING WITH CLIENTS TO DISCUSS TAX PLANNING.~~LIBERTY MUTUAL~'NIR'~55 WATER STREET~18TH FLOOR~NEW YORK~NY~10041~INDEPENDENT INSURANCE AGENT~BUSINESS/MANAGEMENT CONSULTANT~6/2004~120HRS~100HRS~INSURANCE PLACEMENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-02 |
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