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Marcus Iyobosa Egiebor

Integrity Advisory Solutions

Dallas, TX

Dallas, TX

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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 2024-04-24
  • TX RA
    APPROVED
    Since 2024-04-24

Branch Locations

1910 Pacific Ave Suite 2000 Pmb 1011, Dallas, TX 75201 • United States

1445 Ross Ave Fl 55, Dallas, TX 75202 • 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
Pfs Investments Inc Duncanville TX 08/2018 12/2021
Primerica Financial Services Duncanville TX 03/2017 12/2021
Quik Trip Grand Prairie TX 03/2012 05/2019
Allstate Insurance Company Duncanville TX 08/2015 01/2018
Insurance Access Dallas TX 01/2020 Present
Integrity Advisory Solutions, Llc Dallas TX 01/2024 Present
Trust Access Firm, Llc Dallas TX 01/2024 Present
  • 08/2018 → 12/2021
    Duncanville, TX
  • 03/2017 → 12/2021
    Primerica Financial Services
    Duncanville, TX
  • 03/2012 → 05/2019
    Quik Trip
    Grand Prairie, TX
  • 08/2015 → 01/2018
    Allstate Insurance Company
    Duncanville, TX
  • 01/2020 → Present
    Insurance Access
    Dallas, TX
  • 01/2024 → Present
    Integrity Advisory Solutions, Llc
    Dallas, TX
  • 01/2024 → Present
    Trust Access Firm, Llc
    Dallas, TX
Previous Registrations
Other Businesses

1. Insurance Access; Investment related; 1910 Pacific Ave, Suite 2000 PMB 1011, Dallas, Texas 75201; Life insurance and P&C insurance sales; Managing agent; 05/19/2019; 10 hours per month; 0 hours during securities trading hours; Assessing client needs, providing policy recommendations, selling insurance policies, processing applications, providing customer service, managing team of insurance agents. 2. Trust Access Firm, LLC; Investment related; 1910 Pacific Ave, Suite 2000 PMB 1011, Dallas, Texas 75201; Estate Planning, Wealth Management & Insurance; Advisor; 01/01/2024; 30 hours per month; 0 hours during securities trading hours; Assessment of financial situation, through reviewing and analyzing a client's financial situation, including assets, liabilities, income, and expenses. Duties also include developing estate plans by creating personalized roadmaps that address their unique needs and circumstances. 3. Fixed insurance business; Investment related; 1910 Pacific Ave, Suite 2000 PMB 1011, Dallas, Texas 75201; Fixed insurance business; Managing General Agent; 05/19/2019; 15 hours per month; 15 hours during securities trading hours; Fixed insurance business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-27
S63 Uniform Securities Agent State Law Examination 2018-09-15
  • S65 Uniform Investment Adviser Law Examination
    2019-04-27
  • S63 Uniform Securities Agent State Law Examination
    2018-09-15

View on SEC IAPD

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