Best Investors Account Sign in
Current Employers
Integrity Advisory Solutions

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-03-28
  • FL RA
    APPROVED
    Since 2024-03-28

Branch Locations

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

2100 Se Hillmoor Dr Suite 105, Port St Lucie, FL 34952 • 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
Robert J. Kulas, P.A. Dba Kulas Law Group Port St Lucie FL 11/2013 Present
1St Global Advisors, Inc. Port St. Lucie FL 09/2018 10/2019
1St Global Capital Corp. Port St. Lucie FL 09/2018 10/2019
Avantax Advisory Services Port Saint Lucie FL 10/2019 01/2024
Avantax Investment Services, Inc. Port Saint Lucie FL 10/2019 01/2024
Kulas & Crawford Port Saint Lucie FL 01/2022 Present
Avantax Planning Partners, Inc. Port Saint Lucie FL 01/2023 01/2024
Brokers Financial Port St. Lucie FL 01/2024 Present
Integrity Advisory Solutions Port St Lucie FL 03/2024 Present
  • 11/2013 → Present
    Robert J. Kulas, P.A. Dba Kulas Law Group
    Port St Lucie, FL
  • 09/2018 → 10/2019
    1St Global Advisors, Inc.
    Port St. Lucie, FL
  • 09/2018 → 10/2019
    1St Global Capital Corp.
    Port St. Lucie, FL
  • 10/2019 → 01/2024
    Avantax Advisory Services
    Port Saint Lucie, FL
  • 10/2019 → 01/2024
    Avantax Investment Services, Inc.
    Port Saint Lucie, FL
  • 01/2022 → Present
    Kulas & Crawford
    Port Saint Lucie, FL
  • 01/2023 → 01/2024
    Avantax Planning Partners, Inc.
    Port Saint Lucie, FL
  • 01/2024 → Present
    Brokers Financial
    Port St. Lucie, FL
  • 03/2024 → Present
    Port St Lucie, FL
Previous Registrations
  • 2024-02-28 → 2024-06-27
    Urbandale, IA
    Port St. Lucie, FL
    Port St. Lucie, FL
    Port St. Lucie, FL
  • 2019-10-25 → 2024-02-09
    Avantax Advisory Services
    Irving, TX
  • 2019-02-08 → 2019-10-25
    1St Global Advisors Inc
    Port Saint Lucie, FL
Other Businesses

1) KULAS & CRAWFORD; not investment related; 2100 SE Hillmoor Drive, Suite 105, Port St. Lucie, FL 34952; Legal and Planning services, Attorney Managing Partner; 01/01/2022; Provides legal and planning services as an Attorney. 2) American Academy Wealth; investment related; 2100 SE Hillmoor, Suite 105, Port St. Lucie, FL 34952; Wealth Management; IAR, 01/22/2024; jProvide wealth manangement services to individuals and families. 3) American Academy of Estate Planning Attorneys; not investment related; 2100 SE Hillmoor, Suite 105, Port St. Lucie, FL 34952; Legal advise; Attorney; 11/13/2013; provide legal and planning services to families and individuals. 4) Trusted Attorney Advisors, PLLC; Investment related; 2100 SE Hillmoor Dr, Suite 105, Port St. Lucie, FL 34952; Partnership LLC to receive advisory fee commissions; Member; 06/04/2024; 0 hours per month; 0 hours during trading hours; Partnership LLC to receive advisory fee commissions. 50% owner of LLC

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-19
  • S66 Uniform Combined State Law Examination
    2019-01-19

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor