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Current Employers
Integrity Advisory Solutions

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-04-11
  • NY RA
    APPROVED
    Since 2024-04-11

Branch Locations

365 Route 59, Suite 230, Airmont, NY 10952 • United States

1445 Ross Ave Fl 55, Dallas, TX 75202 • 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
Brokers International Financial Services Spring Valley NY 01/2024 Present
Tiger Global Management New York NY 10/2021 12/2023
Pricewaterhousecoopers Llp New York NY 01/2008 09/2021
Integrity Advisory Solutions Spring Valley NY 04/2024 Present
  • 01/2024 → Present
    Brokers International Financial Services
    Spring Valley, NY
  • 10/2021 → 12/2023
    Tiger Global Management
    New York, NY
  • 01/2008 → 09/2021
    Pricewaterhousecoopers Llp
    New York, NY
  • 04/2024 → Present
    Spring Valley, NY
Previous Registrations
Other Businesses

1) American Academy of Estate Planning Attorneys; Not Investment Related; 365 Route 59 Ste 231, Airmont, NY 10952; Affiliation with this organization; member; 11/01/2023; 10 hours per month; 10 hours during security hours; membership with this organization. 2) American Academy Wealth; Not Investment Related; 365 Route 59 Ste 231, Airmont, NY 10952; Affiliation with this organization; member; 11/01/2023; 30 hours per month; 30 hours during security hours; membership with this organization. 3) Haas & Zaltz, LLP; Not Investment Related; 365 Route 59 Ste 231, Airmont, NY 10952; Operations, HR; Operations Leader; 11/01/2023; 20 hours per month; 20 hours during security hours; Ensure work flow is smooth; train new hires on process and overall team on technology. 4) Prism Financial Planning DBA; Investment Related; 365 Route 59 Ste 231, Airmont, NY 10952; Investment advisor representative; Owner; 01/10/2024; 30 hours per month; 30 hours during security hours; Consult with clients on investment options and advise on recommended actions.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-28
  • S65 Uniform Investment Adviser Law Examination
    2023-11-28
Other Names
  • Miriam Zaltz

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