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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-05-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ruggiero Wealth Management, Llc | Coeur D'ALene | ID | 09/2019 | 09/2022 |
| Gplex Financial, Llc | Coeur D'ALene | ID | 01/2014 | 02/2020 |
| Smith Agency, Llc | Coeur D'ALene | ID | 03/2012 | 06/2020 |
| Xeddi, Llc | Coeur D'ALene | ID | 01/2015 | 02/2020 |
| Integrity Marketing Group Llc | Coeur D'ALene | ID | 02/2020 | Present |
| Family First Life | Coeur D'ALene | ID | 12/2013 | 10/2019 |
| Gradient Investments, Llc | Arden Hills | MN | 10/2021 | 08/2022 |
| Gradient Advisors Llc | Arden Hills | MN | 11/2022 | 05/2024 |
| Integrity Advisory Solutions | Coeur D'ALene | ID | 05/2024 | Present |
1. Safe Money Start; Investment Related; 6961 N Verlaine Dr Coeur d'Alene, ID 83815; Educational Non-Profit; Founder; 07/10/2015; 0 hours per month; 0 hours during trading hours; Non-profit that makes public aware of alternatives to stock market risk in retirement. 2. Ruggiero Holdings; Investment Related; 6961 N Verlaine Dr Coeur d'Alene, ID 83815; S Corp / Holding company; Owner; 05/01/2020; 5 hours per month; 0 hours during trading hours; Hard money lending to private parties and local companies 3. Covenant Holdings; Investment Related; 6961 N Verlaine Dr Coeur d'Alene, ID 83815; Holding company; Owner; 02/04/2020; 0 hours per month; 0 hours during trading hours; Holds my equity in Integrity Marketing Group. 4. SFTYS; Not Investment Related; 6961 N Verlaine Dr Coeur d'Alene, ID 83815; Family sports engagement; Owner; 01/17/2019; 5 hours per month; 0 hours during trading hours; to provide scholarships to underprivileged kids and families in Kootenai county for them to participate in the every more expensive world of youth sports. 5. Next Level Cartridge Company; Not Investment Related; 1467 N Willamette Dr Post Falls, ID 83854; Gun Cartridge Company; Owner; 08/24/2020; 10 hours per month; 0 hours during trading hours; Owner of ammonization casings start up company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-04 |
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