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Account
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3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
6950 Santa Teresa Blvd Suite B, San Jose, CA 95119 • United States
3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
100 S Murphy Ave Ste 200, Sunnyvale, CA 94086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horter Investment Management, Llc | La Mirada | CA | 10/2010 | 10/2018 |
| Integrity Wealth Management & Insurance Services, Llc | San Jose | CA | 12/2014 | Present |
| Virtue Capital Management, Llc | Brentwood | TN | 10/2018 | 11/2023 |
| Gibbs Wealth Management, Llc | Alpharetta | GA | 10/2023 | Present |
INTEGRITY WEALTH MANAGEMENT & INSURANCE SERVICES, LLC INVESTMENT RELATED INSURANCE AGENT 6950 Santa Teresa Blvd Suite B San Jose, CA 95119 12/2014 160 HOURS/MONTH 160 HOURS/MONTH TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-26 |
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