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Integrity Wealth Management CRD 137803
$77.2M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6561 Palmer Park Circle Suite C, Sarasota, FL 34238-3056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-06 |
| TX | RA | APPROVED_RES | 2012-12-15 |
Branch Locations
6561 Palmer Park Circle Suite C, Sarasota, FL 34238-3056 • 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 |
|---|---|---|---|---|
| Integrity Wealth Management, Inc. Pka Cione Enterprises | Sarasota | FL | 12/2004 | Present |
Name: Integrity Wealth Management, INC; Investment-related: Yes; Address: 6561 Palmer Park Circle Suite C Sarasota FL 34238; Nature of the other business: Business is dually registered for Insurance and Investment Advisory Services; Title: Owner/President/Insurance Agent; Start date: 02/13/2003; Approximate number of hours/month: 60hrs/month (aprox. 40% of time in office); Number of hours during securities trading hours: 60/month(aprox. 40% of time in office)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-04 |
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