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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-03 |
Branch Locations
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
535 North Brand Blvd. Suite 600, Glendale, CA 91203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Glendale | CA | 09/2020 | 03/2025 |
| The Artis Law Firm, Aplc | Glendale | CA | 06/2018 | Present |
| Law Office Of Tab Artis | Los Angeles | CA | 04/2010 | 04/2018 |
| Integrity Advisory Solutions | Glendale | CA | 07/2025 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-21 |
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