Tab Leroy Kahikiula Artis

Employer firm

Integrity Advisory Solutions CRD 288817

$1.10B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2020 → 03/2025
  Lpl Financial Llc
  Glendale, CA
• 06/2018 → Present
  The Artis Law Firm, Aplc
  Glendale, CA
• 04/2010 → 04/2018
  Law Office Of Tab Artis
  Los Angeles, CA
• 07/2025 → Present
  Integrity Advisory Solutions
  Glendale, CA

Previous Registrations

• 2020-09-29 → 2025-03-11
  Lpl Financial Llc
  Glendale, CA
  Glendale, CA

Other Businesses

1. American Academy Wealth; investment-related; 535 North Brand Blvd., Suite 600, Glendale, CA, 91203; DBA for securities business; IAR; 07/02/2025; 10 hours per month; 8 hours during securities trading hours; Provides advisory services, assisting clients in developing and implementing investment strategies. Services include client onboarding, portfolio design, and the integration of investment planning with broader legal and estate objectives. 2. Artis Wealth Management, LLC; investment-related; 535 North Brand Blvd., Suite 600, Glendale, CA, 91203; DBA for Securities Business; IAR; 07/02/2025; 10 hours per month; 10 hours during securities trading hours; Assisting clients with investment strategies, portfolio design, and the integration of financial and estate planning objectives. 3. The Artis Law Firm, APLC; not investment-related; 535 North Brand Blvd., Suite 600, Glendale, CA, 91203; Estate planning law firm; Attorney/Owner; 05/21/2018; 50 hours per month; 20 hours during securities trading hours; Oversee and manage all aspects of the firm's operations, providing legal expertise in estate planning, probate, and trust administration.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-21

Other Names

• Tab Artis