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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Yakima | WA | 08/2016 | 04/2023 |
| Lpl Financial, Llc | Yakima | WA | 06/2023 | Present |
| Financial Advocates Investment Management | Yakima | WA | 06/2023 | Present |
1) 06/12/2023- INTEGRITY WEALTH ADVISORS - DBA for LPL Business (entity for LPL business)- Inv. Related - At reported business location(s) - start date 5/15/2023 2) 6/30/2023 - Integrity Wealth Advisors - DBA name only for Financial Advocates Investment Management (FAIM) 3) 07/31/2023 - FINANCIAL ADVOCATES INVESTMENT MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 05/15/2023 - 160 Hours Per Month/ 130 Hours During Trading - Time Spent 100% - I provide investment advisory services through Financial Advocates Investment Management, an independent investment advisor firm. I started this business activity in 05/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 07/31/2023 - INTEGRITY WEALTH ADVISORS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 05/15/2023 - 160 Hours Per Month/ 130 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-02 |
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