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Kevin Edward Sullivan

Integrity Advisory Solutions

Dallas, TX

Mooresvile, NC

CRD 1250829

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Employer firm

Integrity Advisory Solutions CRD 288817

$1.10B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Integrity Advisory Solutions

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-04
OH RA APPROVED 2026-08-04
TX RA APPROVED_RES 2026-08-04
  • CA RA
    APPROVED
    Since 2026-08-04
  • OH RA
    APPROVED
    Since 2026-08-04
  • TX RA
    APPROVED_RES
    Since 2026-08-04

Branch Locations

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

107 Kilson Drive Suite 206, Mooresvile, NC 28117 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Infinite Wealth Advisors, Llc High Point NC 10/2012 Present
Namcoa Naples FL 03/2022 08/2026
Integrity Adviosry Solutions Mooresville NC 08/2026 Present
  • 10/2012 → Present
    Infinite Wealth Advisors, Llc
    High Point, NC
  • 03/2022 → 08/2026
    Naples, FL
  • 08/2026 → Present
    Integrity Adviosry Solutions
    Mooresville, NC
Previous Registrations
  • 2022-07-22 → 2026-08-05
    Hilliard, OH
    Mooresville, NC
    Statesville, NC
    Mooresville, NC
    High Point, NC
Other Businesses

1) Chaotic Holdings; Not investment related; 3226 Banberry Drive, Stateville, NC 28625; Property Holding Company; Owner; 09/11/2017; 0 hours per month; 0hours during security hours; Bill pay and management oversight. 2) Marion West Stables; Not Investment related; 3226 Banberry Drive, Stateville, NC 28625; Property Holding Company; Owner; 1 hour per month; 0 hours during security hours; Property maintenance 3) Hair Trigger Arms, LLC; Not Investment Related; 107 Kilson Drive, Suite 206, Mooresville, NC 28117; Firearms; Owner; 12/07/2020; 1 hour per month; 0 hours during security hours; FFL Dealer, gun transfers 4) RIA Sources; Not investment related; 107 Kilson Drive, Suite, 206, Mooresville, NC 28117; Wholesaler of Insurance services; Owner; 08/28/2014; 3 hour per month; 0 hours during security hours; Override for insurance services, wholesale oversight. 5) Wicked Holdings, LLC; not Investment related; 107 Kilson Drive, Suite 206, Mooresville, NC 28117; Property management; Owner; 03/26/2021; 1 hour per month; 0 hours during security hours; Property management and oversight. 6) Infinite Wealth Advisors; Not Investment Related; 107 Kilson Drive, Suite 206, Mooresville, NC 28117; Insurance services, Life and Annuity; Owner; 08/25/2011; 60 hour per month; 50 hours during security hours; Operational oversight, service of existing accounts, new business 7) NAPLES PRIVATE CAPITAL POSITION: Owner NATURE: this is a newly registered IA firm. Once we are approved with Integrity, the SEC registration will be withdrawn. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/03/2026 ADDRESS: 107 Kilson Drive, Suite 206, Mooresville, NC 28117 DESCRIPTION: Right now, this entity is sitting, it was an option before we began the Integrity discussion.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-16
  • S65 Uniform Investment Adviser Law Examination
    2021-11-16

View on SEC IAPD

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