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Current Employers
Integrity Financial Planning, Llc

Houston, TX • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2021-09-07
TX RA APPROVED 2021-08-25
  • LA RA
    APPROVED
    Since 2021-09-07
  • TX RA
    APPROVED
    Since 2021-08-25

Branch Locations

Houston, TX • United States

Houston, TX • 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
Logical Investments, Llc Baton Rouge LA 09/2013 08/2021
Integrity Financial Planning, Llc Katy TX 08/2021 Present
Previous Registrations
  • 2013-09-03 → 2021-08-25
    Houston, TX
  • 2002-06-26 → 2013-09-11
    Next Financial Group, Inc.
    Houston, TX
    Houston, TX
Other Businesses

EDMUND AND BRENDA LESAGE FAMILY FOUNDATION; NOT-FOR-PROFIT ORGANIZATION; OFFICER IN A SMALL PRIVATE FOUNDATION; OFFICER/DIRECTOR; 2% TIME SPENT; 100% OWNERSHIP; $0 COMP; LIFETIME

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-08-30
S63 Uniform Securities Agent State Law Examination 1998-07-10
  • S65 Uniform Investment Adviser Law Examination
    2013-08-30
  • S63 Uniform Securities Agent State Law Examination
    1998-07-10
Other Names
  • Edmund Ellis Lesage

View on SEC IAPD

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