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Current Employers
Integris Wealth Management, Llc

435 Washington Street Suite A, Monterey, CA 93940 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-13
  • CA RA
    APPROVED
    Since 2026-08-13

Branch Locations

435 Washington Street Suite A, Monterey, CA 93940 • United States

60 West Alisal Street Suite 105, Salinas, CA 93901 • 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
Integris Wealth Management Monterey CA 02/2026 Present
Integris Wealth Management Monterey CA 06/2025 08/2025
California Polytechnic State University, San Luis Obispo San Luis Obispo CA 09/2022 06/2025
Pebble Beach Company Pebble Beach CA 07/2024 08/2024
In-N-Out Burger Salinas CA 06/2021 11/2024
Student Salinas CA 05/2016 09/2022
N/A Salinas CA 11/2025 02/2026
  • 02/2026 → Present
    Integris Wealth Management
    Monterey, CA
  • 06/2025 → 08/2025
    Integris Wealth Management
    Monterey, CA
  • 09/2022 → 06/2025
    California Polytechnic State University, San Luis Obispo
    San Luis Obispo, CA
  • 07/2024 → 08/2024
    Pebble Beach Company
    Pebble Beach, CA
  • 06/2021 → 11/2024
    In-N-Out Burger
    Salinas, CA
  • 05/2016 → 09/2022
    Student
    Salinas, CA
  • 11/2025 → 02/2026
    N/A
    Salinas, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-13
  • S65 Uniform Investment Adviser Law Examination
    2026-08-13

View on SEC IAPD

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