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Current Employers
Integrity Advisory Solutions

1445 Ross Ave Fl 55, Dallas, TX 75202 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-05-14
IL RA APPROVED 2024-05-03
  • TX RA
    APPROVED_RES
    Since 2024-05-14
  • IL RA
    APPROVED
    Since 2024-05-03

Branch Locations

1445 Ross Ave Fl 55, Dallas, TX 75202 • United States

3701 Algonquin Road Suite 1070, Rolling Meadows, IL 60008 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bott & Associates, Ltd Rolling Meadows IL 01/2007 Present
Panache Financial, Ltd. Rolling Meadows IL 04/2017 07/2017
Abundance Financial Coaching, Llc Rolling Meadows IL 07/2017 04/2024
Integrity Advisory Solutions Rolling Meadows IL 05/2024 Present
Previous Registrations
Other Businesses

1. Bott & Associates, LTD; Not investment-related; 3701 Algonquin Road Suite 1070, Rolling Meadows, IL 60008; Estate Planning & Legal Services; President & Attorney; 01/16/2007; 200 hours per month; 160 hours during trading hours; Legal Services for Estate Planning, Probate, Trust Administration and Elder Law 2. Bott Wealth Management; Investment-related; 3701 Algonquin Road Suite 1070, Rolling Meadows, IL 60008; DBA for financial services and investment management; President; 04/22/2024; 70 hours per month; 70 hours during trading hours; Offer asset management services to clients 3. American Academy Wealth; Investment-related; 9444 Balboa Ave Suite 300, San Diego, CA 92123; DBA for Investment advisory services; IAR; 05/03/2024, 0 hours per month; 0 hours during trading hours; Investment advisor representative 4. Golan Christie Taglia; Not investment-related; 70 West Madison Street Suite 1500, Chicago, IL 60602; Legal services referral; Of Council; 08/07/2020; 2 hours per month; 2 hours during trading hours; Refer legal clients to Golan Christie Taglia for various areas of law, primarily estate litigation, guardianship, real estate tax contests and business transactions

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-03
  • S65 Uniform Investment Adviser Law Examination
    2017-04-03
Other Names
  • Maritess T Bott
  • Maritess A Tamunday

View on SEC IAPD

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