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Current Employers
Integrity Advisory Solutions

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-03-21
  • AZ RA
    APPROVED
    Since 2024-03-21

Branch Locations

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

115 S Mccormick St Suite 4, Prescott, AZ 86303 • 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
Integrity Advisory Solutions, Llc Phoenix AZ 03/2024 Present
Morris Hall, Pllc Phoenix AZ 04/2016 Present
  • 03/2024 → Present
    Integrity Advisory Solutions, Llc
    Phoenix, AZ
  • 04/2016 → Present
    Morris Hall, Pllc
    Phoenix, AZ
Other Businesses

1. Morris Hall, PLLC; Not investment-related; 7600 N 16th Street Suite 105, Phoenix, AZ 85020; Attorney Partner; 04/18/2016; 220 hours per month; 176 hours per month during trading hours; Estate planning attorney that advises clients on estate planning, estate administration, and probate. 2. Morris Hall Life and Health, LLC; Investment related; 7600 N 16th Street Suite 105, Phoenix, AZ 85020; Insurance sales; Owner; 11/22/2023; 5 hours per month; 5 hours per month during trading hours; Owner of Life and Health Insurance LLC. 3. American Academy Wealth; investment related; 7600 N 16th Street Suite 105, Phoenix, AZ 85020; Investment Advisory Services; Investment Advisor Representative; 02/06/2024; Investment Advisor Representative. 4. Morris Hall Wealth, LLC; Investment related; 7600 N 16th Street Suite 105, Phoenix, AZ 85020; DBA for securities business; Advisor/Member; 03/04/2024; 0 hours per month; 0 hours during trading hours; DBA for securities business. 5. AZ Senior Cares Foundation; Not investment related; PO Box 133 Cottonwood AZ 86330; Raising money and awareness for seniors in need; Board Member; 11/14/2024; 2 hours per month; 2 hours during securities trading hours; Board member.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-22
  • S65 Uniform Investment Adviser Law Examination
    2024-01-22
Other Names
  • Jon Linford

View on SEC IAPD

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