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52511 Gumwood Rd, Granger, IN 46530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-20 |
| IN | RA | APPROVED | 2023-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America | Jacksonville | FL | 06/2019 | Present |
| Millers Alehouse | Jacksonville | FL | 10/2009 | 12/2022 |
| Integrity Wealth Advisors, Llc | Jacksonville | FL | 10/2022 | Present |
***INTEGRITY WEALTH ADVISORS LLC. POSITION: Financial Advisor NATURE: Branch office administrative support and financial planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 07/01/2019 ADDRESS: 13475 ATLANTIC BLVD UNIT 8, SUITE M738, JACKSONVILLE, FL 32225 DESCRIPTION: Administrative activities in support of financial planning and client service. Supporting IWA Carmel and Granger, Indiana offices. This includes processing new accounts through NBS, data input, and analysis in our financial planning software. Client service activity as required. I will also be marketing and prospecting to develop a book of business in Jacksonville, Florida.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-08 |
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