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Integrity Advisory Solutions CRD 288817
$1.10B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-31 |
Branch Locations
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Illuminate Financial Group | Orlando | FL | 11/2021 | Present |
| Rockingham Metal Works | Newton | NH | 08/2015 | Present |
| Integrity Advisory Solutions | Rockledge | FL | 06/2026 | Present |
1) Illuminate Financial Group; Investment related; 328 Tunbridge Dr, Rockledge, FL 32955; Investment advisory services; Owner; 01/30/2026;160 hours er month; 20 hours during securiy hours; I am an advisor who helps clients with their health and retirement plannning. 2) National Agents Alliance; Investment related; 1214 Turrentine St, Burlington, FL 27215; Insurance agent writing multiple types of policies IUL TERM and Final Expense, also medicare as welll; Not the Owner; 02/01/2022; 160 hours per month; 0 hours during security hours; Client acquisition, i am affiliated with the Alliance as an independent insurance agent building my own book of business. and attending to my own clients needs. 3) Rockingham Metal Works; Not Investment related; 328 Tunbridge Dr, Rockledge, FL 32955; Welding Consultant; Owner; 10/01/2018; 10 hours per month; 0 hours during security hours; My function is price certain jobs and make sure they done within the specified time limits and machines are up to specifcation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-29 |
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