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Current Employers
Integrity Advisory Solutions

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-09
  • FL RA
    APPROVED
    Since 2024-07-09

Branch Locations

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

2100 Se Hillmoor Dr Ste 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
Kulas & Crawford Port St. Lucie FL 09/2021 Present
Full - Time Education (Law School) Orlando FL 08/2018 05/2021
Full-Time Student (Undergraduate Studies) Raleigh NC 08/2014 05/2018
Minton Law, P.A. Fort Pierce FL 05/2020 08/2020
Seacoast Air Conditioning And Sheet Metal Fort Pierce FL 05/2019 08/2019
Seacoast Air Conditioning And Sheet Metal Fort Pierce FL 05/2018 08/2018
Seacoast Air Conditioning And Sheet Metal Fort Pierce FL 05/2017 08/2017
Integrity Advisory Solutions Port St. Lucie FL 06/2024 Present
Unemployed Orlando FL 05/2021 09/2021
  • 09/2021 → Present
    Kulas & Crawford
    Port St. Lucie, FL
  • 08/2018 → 05/2021
    Full - Time Education (Law School)
    Orlando, FL
  • 08/2014 → 05/2018
    Full-Time Student (Undergraduate Studies)
    Raleigh, NC
  • 05/2020 → 08/2020
    Minton Law, P.A.
    Fort Pierce, FL
  • 05/2019 → 08/2019
    Seacoast Air Conditioning And Sheet Metal
    Fort Pierce, FL
  • 05/2018 → 08/2018
    Seacoast Air Conditioning And Sheet Metal
    Fort Pierce, FL
  • 05/2017 → 08/2017
    Seacoast Air Conditioning And Sheet Metal
    Fort Pierce, FL
  • 06/2024 → Present
    Port St. Lucie, FL
  • 05/2021 → 09/2021
    Unemployed
    Orlando, FL
Other Businesses

1. Kulas & Crawford; Not investment related; 2100 SE Hillmoor Dr, Suite 105, Port St Lucie, FL 34952; Estate Planning Law Firm; Partner/Attorney; 09/29/2021; 160 hours per month; 140 hours during trading hours; 130 hours during securities trading hours; Attorney Responsible for client estate plans and settlement cases. 2. American Academy Wealth; Investment related; 2100 SE Hillmoor Dr, Suite 105, Port St Lucie, FL 34952; DBA for Securities Business; IAR; 06/27/2024; 0 hours per month; 0 hours during trading hours; DBA for securities business. 3. American Academy of Estate Planning Attorneys; Not investment related; 2100 SE Hillmoor Dr, Suite 105; Port St Lucie, FL 34952; Estate Planning Attorneys; Member; 09/29/2021; 0 hours per month; 0 hours during trading hours; Member of AAEPA. 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 5. Treasure Coast Brewmasters, Inc; Not investment related; 420 NE Deep Water Cove, Port St Lucie, FL 34983; Social club to promote & teach responsible home brewing; Director; 01/01/2025; 5 hours pers per month; 0 hours during trading hours; member of the board of directors. 6. TREASURE COAST BREWMASTERS CHARITABLE FOUNDATION, INC. POSITION: Board Member NATURE: Charitable foundation which runs annual charitable fundraising events. The primary event is an annual beer festival which sells tickets and sponsorship opportunities to raise and subsequently donate proceeds to local charities. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2026 ADDRESS: 1229 NW Fork Road, Stuart FL 34994, United States DESCRIPTION: Assist with board meetings, help committee members and prepare for the fundraising event.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-03
  • S65 Uniform Investment Adviser Law Examination
    2024-06-03

View on SEC IAPD

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