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Current Employers
Integrity Advisory Solutions

1445 Ross Ave Fl 55, Dallas, TX 75202 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-12-02
IN RA APPROVED 2024-09-27
  • LA RA
    APPROVED
    Since 2024-12-02
  • IN RA
    APPROVED
    Since 2024-09-27

Branch Locations

1445 Ross Ave Fl 55, Dallas, TX 75202 • United States

110 Lincolnway, Valparaiso, IN 46383 • 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
Rice And Rice Attorneys Valparaiso IN 07/2022 Present
Full Time Student Shreveport LA 08/2020 07/2022
City On A Hill Minden LA 02/2013 08/2020
Integrity Advisory Solutions Valparaiso IN 09/2024 Present
  • 07/2022 → Present
    Rice And Rice Attorneys
    Valparaiso, IN
  • 08/2020 → 07/2022
    Full Time Student
    Shreveport, LA
  • 02/2013 → 08/2020
    City On A Hill
    Minden, LA
  • 09/2024 → Present
    Valparaiso, IN
Other Businesses

1. Freedom Financial Partners; Investment Related; 110 Lincolnway, Valparaiso In, 46383; Advisor; Partner; 06/01/2024; 160 hours per month; 160 hours during security hours; This is an LLC that three other partners and myself will be using primarily as a DBA. 2. American Academy of Estate Planning Attorneys; not investment related; 9444 Balboa Ave, Suite 300, San Diego, CA 92123; Member of organization; Member; 02/22/2022; 10 hours per month; 10 hours during security hours; Attend conferences and training sessions. 3. American Academy Wealth; investment related; 9444 Balboa Ave, Suite 300, San Diego, CA 92123; DBA for financial services; Investment Advisor Rep; 01/01/2024; 10 hours per month; 10 hours during security hours; DBA for financial services. 4. Rice and Rice Attorneys; not investment related; 100 Lincolnway, Valparaiso In, 46385; estate planning services; Paralegal; 02/21/2022; 152 hours per month; 152 hours during security hours; Assist the attorney with Client meeting, funding clients estates, and various other tasks around the office.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-31
  • S65 Uniform Investment Adviser Law Examination
    2024-05-31

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