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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-22 |
| NC | RA | APPROVED | 2023-09-14 |
Branch Locations
11100 Gwynn Oaks Drive Unit 112, Raleigh, NC 27614 • United States
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Agent | Wilmington | NC | 10/2019 | Present |
| N/A | Wilmington | NC | 09/2013 | 04/2021 |
| Integrity Advisory Solutions, Llc | Burlington | NC | 09/2023 | Present |
1. Ms. Katz is a licensed insurance agent and may recommend insurance products offered by various insurance carriers; Investment-Related business; Insurance; 2019; 120 hours per month during trading hours. 2. Integrated Trust Systems; not investment related; 7373 E Doubletree Ranch Rd #2, Scottsdale, AZ, 85258; Estate Planning Referrals; 07/16/2025; 0 hours per month; 0 hours during security trading hours; Referrals for clients who need estate planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-11 |
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