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Massimo Filippo Teresi

Integrity Wealth Management

Sarasota, FL

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Current Employers
Integrity Wealth Management

6561 Palmer Park Circle Suite C, Sarasota, FL 34238-3056 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-25
  • FL RA
    APPROVED
    Since 2025-02-25

Branch Locations

6561 Palmer Park Circle Suite C, Sarasota, FL 34238-3056 • 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
Swan Retirement Strategies Sarasota FL 01/2023 01/2025
Florida Gulf Coast University Fort Myers FL 07/2017 04/2021
Veronica Fish & Oyster Sarasota FL 02/2016 04/2017
Best Buy Sarasota FL 06/2021 12/2022
High School Sarasota FL 08/2013 05/2017
Integrity Wealth Management Sarasota FL 01/2025 Present
  • 01/2023 → 01/2025
    Swan Retirement Strategies
    Sarasota, FL
  • 07/2017 → 04/2021
    Florida Gulf Coast University
    Fort Myers, FL
  • 02/2016 → 04/2017
    Veronica Fish & Oyster
    Sarasota, FL
  • 06/2021 → 12/2022
    Best Buy
    Sarasota, FL
  • 08/2013 → 05/2017
    High School
    Sarasota, FL
  • 01/2025 → Present
    Integrity Wealth Management
    Sarasota, FL
Previous Registrations
Other Businesses

06/2022 Independent Licensed Insurance Agent; Investment related. Sarasota, Florida, Fixed Indexed Annuities, Multi-Year Guaranteed Annuities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-03
  • S65 Uniform Investment Adviser Law Examination
    2022-12-03

View on SEC IAPD

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JOHNATHAN RYAN HENDRIX
MEREDITH BAKER FREEMAN
RICHARD MANANSALA MANANKIL
CHRISTOPHER D'ANDREA
LARRY J WOODRUFF

Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

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