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435 Washington Street Suite A, Monterey, CA 93940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2024-01-31 |
Branch Locations
435 Washington Street Suite A, Monterey, CA 93940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integris Wealth Management | Monterey | CA | 12/2004 | Present |
(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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-05-11 |
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