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Palmetto, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-06-10 |
| TX | RA | APPROVED_RES | 2023-02-22 |
| FL | RA | APPROVED | 2022-11-28 |
| WA | RA | APPROVED | 2022-07-08 |
Branch Locations
Tacoma, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | The Villages | FL | 04/2013 | 10/2016 |
| Cornerstone Advisors | Bellevue | WA | 10/2016 | 10/2017 |
| Lpl Financial, Llc | Tacoma | WA | 10/2017 | 08/2018 |
| Financial Advocates Investment Management | Tacoma | WA | 10/2017 | 08/2018 |
| Moss Adams | Tacoma | WA | 08/2018 | 12/2019 |
| Edward Jones | University Place | WA | 12/2019 | 02/2021 |
| Cornerstone Financial Strategies | Tacoma | WA | 10/2017 | 08/2018 |
| Facet Wealth | University Place | WA | 02/2021 | 05/2022 |
| Integrity Financial Strategies Llc | Dunedin | FL | 06/2022 | Present |
| Investcloud | West Hollywood | CA | 05/2022 | 10/2023 |
Integrity Divorce Solutions; non-investment related; 9734 Highland Park Place, Palmetto, Fl 34221; Divorce Financial Consulting and Mediation; Certified Divorce Financial Consultant; 1099 Employee; Since 10/4/23; 20 hours/month; 50% during trading hours; Divorce financial consulting and mediation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-24 |
| S65 | Uniform Investment Adviser Law Examination | 2012-12-20 |
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