Steven Jay Puckett

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 01/2022
  Financial Security Group Of Az, Inc
  Sun City, AZ
• 05/2017 → 12/2017
  Client One Securities Llc
  Peoria, AZ
• 02/2018 → 01/2022
  Fsg Financial Services, Inc.
  Sun City, AZ
• 01/2022 → 03/2024
  Client One
  Peoria, AZ
• 03/2024 → Present
  Integrity Advisory Solutions
  Peoria, AZ

Previous Registrations

• 2022-02-23 → 2024-03-13
  Creativeone Securities, Llc
  Overland Park, KS
  Peoria, AZ
  Peoria, AZ
• 2018-03-05 → 2022-01-31
  Fsg Financial Services, Inc.
  Sun City, AZ
• 2017-05-22 → 2017-12-31
  Creativeone Securities, Llc
  Peoria, AZ
  Overland Park, KS
  Peoria, AZ

Other Businesses

1. SJP Financial Services, LLC; Investment related; 26370 N 98th Ave Peoria, AZ 85383; Insurance product sales; Owner; 01/01/2022; 120 hours per month; 120 hours during trading hours; Fixed index annuity sales and life insurance sales. 2. FedSmart Retirement; Investment related; 23131 N Lake Pleasant Pkwy #118 Peoria, AZ 85383; Insurance product sales and education; Co-Owner; 01/01/2022; 100 hours per month; 100 hours during trading hours; Life insurance and annuity sales. Education of federal employees on their benefits and retirement planning

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-05-30
• S65 Uniform Investment Adviser Law Examination
  2017-01-16

Other Names

• Steven Puckett