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Tab Leroy Kahikiula Artis

Integrity Advisory Solutions

Dallas, TX

Glendale, CA

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Current Employers
Integrity Advisory Solutions

1445 Ross Ave Fl 55, Dallas, TX 75202 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-03
  • CA RA
    APPROVED
    Since 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

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
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
  • 09/2020 → 03/2025
    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
    Glendale, CA
Previous Registrations
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-21
  • S65 Uniform Investment Adviser Law Examination
    2024-12-21
Other Names
  • Tab Artis

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