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Christopher Randolph Cassidy

Integrity Advisory Solutions

Dallas, TX

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Current Employers
Integrity Advisory Solutions

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-07-17
TX RA APPROVED 2026-06-09
  • SC RA
    APPROVED
    Since 2026-07-17
  • TX RA
    APPROVED
    Since 2026-06-09

Branch Locations

1445 Ross Ave Fl 55, Dallas, TX 75202 • 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
Wells Fargo Advisors Scottsdale AZ 02/2016 11/2016
Wells Fargo Bank Scottsdale AZ 02/2016 08/2019
Wells Fargo Clearing Services, Llc Scottsdale AZ 11/2016 08/2019
Cambridge Investment Research, Inc. Fairfield IA 08/2019 10/2020
Cambridge Investment Research Advisors, Inc. Fairfield IA 08/2020 09/2020
Greenstate Credit Union Iowa City IA 08/2019 10/2020
Lpl Financial, Llc Fort Mill SC 11/2020 12/2025
Integrity, Llc Dallas TX 01/2026 Present
Integrity Capital, Llc Scottsdale AZ 03/2026 Present
Integrity Advisory Solutions Dallas TX 03/2026 Present
Previous Registrations
  • 2020-12-09 → 2024-12-31
    Fort Mill, SC
  • 2019-08-29 → 2020-10-15
    Cedar Rapids, IA
    North Liberty, IA
    Iowa City, IA
  • 2016-05-27 → 2019-08-27
    Minneapolis, MN
    Minneapolis, MN
    Scottsdale, AZ
    Scottsdale, AZ
    Scottsdale, AZ
  • 2013-10-31 → 2016-01-14
    Truist Investment Services, Inc.
    Washington, DC
    Fairfax City, VA
  • 2011-05-23 → 2013-08-15
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    Napa, CA
    Santa Rosa, CA
    San Francisco, CA
    San Francisco, CA
    Mill Valley, CA
    San Francisco, CA
  • 2011-01-03 → 2011-05-16
    Irvine, CA
  • 2007-05-03 → 2011-01-03
    Wells Fargo Investments, Llc
    Irvine, CA
    Irvine, CA
    Irvine, CA
    Anaheim, CA
    Newport Beach, CA
    Anaheim, CA
  • 2006-11-03 → 2006-11-08
    Wells Fargo Investments, Llc
    Anaheim, CA
    Newport Beach, CA
Other Businesses

Meridian Wellness Inc; Not Investment-Related; 4377 Upcountry Cr, Ft Mill, SC 29708; Telehealth Solutions; Co-Owner; 50% Owner; 08/1/2025; 2 hrs/mo; 0 hrs/mo during trading hrs; Consultative Guidance;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-02
  • S66 Uniform Combined State Law Examination
    2006-11-02
Other Names
  • Christopher Randolph Cassidy

View on SEC IAPD

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