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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-21 |
Branch Locations
7601 University Ave Suite 201, Middleton, WI 53562 • United States
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Krueger Hernandez And Thompson Sc | Middleton | WI | 07/2013 | 04/2025 |
| Integrity Advisory Solutions | Middleton | WI | 04/2025 | Present |
1. KHT Wealth Management, LLC; investment related; 7601 University Ave, Suite 201, Middleton, Wisconsin, 53562; DBA for securities business; Investment Adviser Representative; 04/21/2025; 0 hours; 0 hours during trading hours; Asset management & IAR responsibilities 2. Ash Brokerage; Not investment related; 7601 University Ave, Suite 201, Middleton, Wisconsin, 53562; Fixed Insurance & Annuities; Agent; 07/03/2024; 5 hours; 5 hours during trading hours; Life insurance sales 3. KHT Properties LLC; not investment related; 7601 University Ave, Suite 201, Middleton, Wisconsin, 53562; Real Estate; Real Estate Owner; 01/02/2024; 0 hours; 0 hours during trading hours; owns 1 real estate property 4. Krueger Hernandez & Thompson, SC; not investment related; 7601 University Ave, Suite 201, Middleton, Wisconsin, 53562; Law Firm; Attorney; 07/06/2013; 150 hours; 150 hours during trading hours; Estate planning, trust admin/probate, and long term care plan 5. American Academy Wealth; investment related; 7601 University Ave, Suite 201, Middleton, Wisconsin, 53562; DBA for securities business; Investment Adviser Representative; 04/21/2025; 0 hours; 0 hours during trading hours; Asset management & IAR responsibilities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-06 |
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