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Current Employers
Integritas Wealth Strategies, Llc

677 King St 3Rd Floor, Charleston, SC 29403 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-10-28
SC RA APPROVED 2024-09-02
GA RA APPROVED 2024-08-02
  • TX RA
    APPROVED_RES
    Since 2024-10-28
  • SC RA
    APPROVED
    Since 2024-09-02
  • GA RA
    APPROVED
    Since 2024-08-02

Branch Locations

677 King St 3Rd Floor, Charleston, SC 29403 • 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
Thrivent Investment Management Inc Minneapolis MN 10/2022 03/2023
Thrivent Investment Management Inc Minneapolis MN 07/2022 08/2022
Unemployed/ Full Time Student Lynchburg VA 08/2022 10/2022
Wa Kendall And Seelbach And Co. Lawrenceville GA 02/2021 05/2022
Unemployed Lawrencevile GA 05/2022 07/2022
Full Time Student/ Unemployed Lawrenceville GA 01/2011 02/2021
Liberty University Lynchburg VA 08/2022 05/2023
Ameriprise Financial Services, Llc Mount Pleasant SC 05/2023 08/2024
Integritas Wealth Strategies, Llc Charleston SC 08/2024 Present
  • 10/2022 → 03/2023
    Thrivent Investment Management Inc
    Minneapolis, MN
  • 07/2022 → 08/2022
    Thrivent Investment Management Inc
    Minneapolis, MN
  • 08/2022 → 10/2022
    Unemployed/ Full Time Student
    Lynchburg, VA
  • 02/2021 → 05/2022
    Wa Kendall And Seelbach And Co.
    Lawrenceville, GA
  • 05/2022 → 07/2022
    Unemployed
    Lawrencevile, GA
  • 01/2011 → 02/2021
    Full Time Student/ Unemployed
    Lawrenceville, GA
  • 08/2022 → 05/2023
    Liberty University
    Lynchburg, VA
  • 05/2023 → 08/2024
    Mount Pleasant, SC
  • 08/2024 → Present
    Charleston, SC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-25
  • S66 Uniform Combined State Law Examination
    2024-06-25
Designations
Other Names
  • Daniel C Heidel
  • Daniel Heidel

View on SEC IAPD

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