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Michael Aaron Leavy

Integris Wealth Management, LLC

Monterey, CA

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Current Employers
Integris Wealth Management, Llc

435 Washington Street Suite A, Monterey, CA 93940 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
TX RA APPROVED 2024-01-31
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2024-01-31

Branch Locations

435 Washington Street Suite A, Monterey, CA 93940 • 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
Integris Wealth Management Monterey CA 12/2004 Present
  • 12/2004 → Present
    Integris Wealth Management
    Monterey, CA
Other Businesses

(1) FOXY COUTURE, SPOUSE'S BUSINESS; NOT INVESTMENT RELATED; RETAIL SALES; 25496 CARMEL KNOLLS DRIVE, CARMEL, CA 93923; ADVISER; START DATE 2004; APPROXIMATE 20 HOURS/MONTH, 0 DURING TRADING HOURS. (2) Harmony at Home; non-investment related business; 3785 Via Nona Marie, Suite 300, Carmel, California, 93923; non-profit organization providing social services; director, treasurer; director since 2004; devote approximately 15 hours per month, approximately 3 hours per month during trading hours (manage the endowment for $0 fees); serve on board of directors, vote on matters related to management of the organization in that capacity. (3) Hospice Giving Foundation - Investment Committee (member); 80 Garden Ct., Ste. 201, Monterey, CA 93940; not investment related; non-profit healthcare support; started in 2007; 1 hour/month with .5 hours during trading hours; provide investment guidance and oversight on investment assets (4) Big Sur Land Trust - Investment Committee (member); 509 Hartnell St., Monterey, CA 93940; not investment related; non-profit land preservation and stewardship; started 7/1/2025; 1 hour/month; provide investment guidance and oversight on investment assets

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-05-11
  • S65 Uniform Investment Adviser Law Examination
    1993-05-11
Designations
Other Names
  • Michael Leavy

View on SEC IAPD

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