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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrity Advisory Solutions, Llc | Phoenix | AZ | 03/2024 | Present |
| Morris Hall, Pllc | Phoenix | AZ | 04/2016 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-22 |
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