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400 Tradecenter Suite 3990, Woburn, MA 01801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-04-29 |
| TX | RA | APPROVED | 2022-04-28 |
Branch Locations
400 Tradecenter Suite 3990, Woburn, MA 01801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jewell Financial Services, Inc. | Charlotte | NC | 08/1997 | 12/2019 |
| Fortune Financial Services, Inc. | New Brighton | PA | 01/2014 | 07/2022 |
| Prosperity Wealth Management, Inc. | San Ramon | CA | 02/2015 | 07/2021 |
| Jewell Financial Services, Inc | Charlotte | NC | 12/2019 | 07/2021 |
| Integrity Financial Advisors, Llc | Wenham | MA | 07/2021 | Present |
TELADOC:THIS IS TELEMEDICINE, NON INVESTMENT RELATED. REP SELLS THIS CONVENIENCE IN CONJUNCTION WITH HIS HEALTH CARE INSURANCE. 5 HOURS PER MONTH DURING TRADING HOURS. REP IS AN IAR THROUGH INTEGRITY FINANCIAL ADVISORS, LLC: 10 HOURS PER MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-09-02 |
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