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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-21 |
| IL | RA | APPROVED | 2020-05-19 |
| WI | RA | APPROVED | 2020-05-11 |
Branch Locations
20975 Swenson Drive Suite 225, Waukesha, WI 53186 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrity Wealth Managment | Waukesha | WI | 11/2019 | Present |
| National Business Services, Inc. | Chicago | IL | 09/2010 | 07/2019 |
| Kestra Advisory Services, Llc | Waukesha | WI | 05/2020 | Present |
| Unemployed | Naperville | IL | 07/2019 | 11/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-14 |
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