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Mallory Kole Sise

Integral Wealth Management

Turlock, CA

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Current Employers
Integral Wealth Management

605 E Main Street, Turlock, CA 95380 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-10-03
  • CA RA
    APPROVED
    Since 2022-10-03

Branch Locations

605 E Main Street, Turlock, CA 95380 • 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
California State University Stanislaus Turlock CA 08/2018 05/2022
Crosspoint Church Modesto CA 11/2018 03/2020
Integral Investment Advisors, Inc Dba Integral Wealth Management Turlock CA 02/2022 Present
Thomas Downey High School Modesto CA 08/2014 06/2018
  • 08/2018 → 05/2022
    California State University Stanislaus
    Turlock, CA
  • 11/2018 → 03/2020
    Crosspoint Church
    Modesto, CA
  • 02/2022 → Present
    Integral Investment Advisors, Inc Dba Integral Wealth Management
    Turlock, CA
  • 08/2014 → 06/2018
    Thomas Downey High School
    Modesto, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-03
  • S65 Uniform Investment Adviser Law Examination
    2022-10-03
Designations

View on SEC IAPD

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CURTISS LEWIS DEOLIVEIRA
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ROBERT L HILLBERG
KEVIN RICHARD BERGER
RODNEY BRIAN SMITH

Other Offices

OSAIC WEALTH, INC. · TURLOCK, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · TURLOCK, CA
HILLBERG CAPITAL MANAGEMENT, LLC · TURLOCK, CA
HILLBERG CAPITAL MANAGEMENT, LLC · TURLOCK, CA
BERGER ASSET MANAGEMENT, INC. · TURLOCK, CA
NWF ADVISORY SERVICES INC · TURLOCK, CA
AFS INVESTMENTS · TURLOCK, CA
EDWARD JONES · TURLOCK, CA

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