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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-03-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | York | PA | 07/2009 | 03/2017 |
| Raymond James Financial Services, Inc | York | PA | 03/2017 | Present |
| Integrity Wealth Strategies, Llc | York | PA | 07/2009 | Present |
| Raymond James Financial Services Advisors Inc. | York | PA | 03/2017 | Present |
(1) Name of Business: Integrity Wealth Strategies, LLC Address: 2200 E Market St, York, PA, 17402, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/31/2009 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am a Financial Advisor & Registered Principal, but I also do the bookkeeping for the business (i.e. payroll & bills, etc.). (2) Name of Business: Mass Mutual Address: 2200 E Market St, York, PA, 17402, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: To advise clients, complete application, and deliver policy.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-28 |
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