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David Morgan Schubach

Integrity Financial Advisors, LLC

Tolland, CT

CRD 2279707

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Employer firm

Integrity Financial Advisors, LLC CRD 313369

$135M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Integrity Financial Advisors, Llc

400 Tradecenter Suite 3990, Woburn, MA 01801 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-04-15
  • CT RA
    APPROVED
    Since 2025-04-15

Branch Locations

Tolland, CT • 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
New Frontier Advisors Boston MA 01/2016 10/2024
Integrity Financial Advisors Woburn MA 01/2025 Present
  • 01/2016 → 10/2024
    New Frontier Advisors
    Boston, MA
  • 01/2025 → Present
    Integrity Financial Advisors
    Woburn, MA
Previous Registrations
  • 2017-04-12 → 2024-11-14
    New Frontier Advisors, Llc
    Tolland, CT
    Boston, MA
  • 2008-07-31 → 2016-11-22
    Assetmark, Inc.
    Tolland, CT
  • 2006-04-20 → 2008-07-31
    Genworth Financial Asset Management, Inc
    Tolland, CT
  • 2005-06-30 → 2005-12-31
    Tower Square Securities, Inc.
    Springfield, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-06-20
S63 Uniform Securities Agent State Law Examination 1994-12-02
  • S65 Uniform Investment Adviser Law Examination
    2005-06-20
  • S63 Uniform Securities Agent State Law Examination
    1994-12-02

View on SEC IAPD

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