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RIA / WealthAdvisorCertified Financial Planner30 years in industry

MICHAEL JOHN PATTON

Advisor at INTEGRITY WEALTH MANAGEMENT, INC

GREENWELL SPRINGS, LA

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Search this name across graphsid dfx:ria:39749286-c91d-1698-7385-d33b341349db

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: May 8, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INTEGRITY WEALTH MANAGEMENT, INC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 2, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Apr 2, 1996
First registration: May 8, 2001
Dual registered: no
IAPD individual key: 1905656

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INTEGRITY WEALTH MANAGEMENT, INC	State registered	Jul 9, 2013	n/a	yes	GREENWELL SPRINGS, LA	Current employment
INTEGRITY WEALTH MANAGEMENT, INC	State registered	Jul 15, 2013	Dec 31, 2014	no	GREENWELL SPRINGS, LA	Previous registration
INTEGRITY WEALTH MANAGEMENT, INC	State registered	Mar 14, 2012	Dec 31, 2012	no	GREENWELL SPRINGS, LA	Previous registration
BANC ONE SECURITIES CORPORATION	n/a	Nov 17, 2003	Jun 20, 2006	no	BATON ROUGE, LA\|BATON ROUGE, LA	Previous registration
MASCOMA SAVINGS BANK, FSB DBA MASCOMA WEALTH MANAGEMENT	n/a	Jul 20, 2001	Oct 22, 2003	no	n/a	Previous registration
MASCOMA SAVINGS BANK, FSB DBA MASCOMA WEALTH MANAGEMENT	n/a	Jul 20, 2001	Dec 31, 2002	no	LEBANON, NH	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 8, 2001	Sep 22, 2003	no	LEBANON, NH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INTEGRITY WEALTH MANAGEMENT, INC	n/a	Dec 31, 2014	n/a	n/a	Departure no registered destination	Departure
BANC ONE SECURITIES CORPORATION	INTEGRITY WEALTH MANAGEMENT, INC	Jun 20, 2006	Mar 14, 2012	2,094	Firm change after gap	Other
MASCOMA SAVINGS BANK, FSB DBA MASCOMA WEALTH MANAGEMENT	BANC ONE SECURITIES CORPORATION	Oct 22, 2003	Nov 17, 2003	26	Firm change	Other
LPL FINANCIAL LLC	MASCOMA SAVINGS BANK, FSB DBA MASCOMA WEALTH MANAGEMENT	Sep 22, 2003	Jul 20, 2001	-794	Firm change after gap	Other

Relationships

Registered with (4)

→ INTEGRITY WEALTH MANAGEMENT, INCRegistered adviserregistration: previous registration
Jul 15, 2013 to Dec 31, 2014factForm ADV
→ BANC ONE SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Nov 17, 2003 to Jun 20, 2006factForm ADV
→ MASCOMA SAVINGS BANK, FSB DBA MASCOMA WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jul 20, 2001 to Oct 22, 2003factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 8, 2001 to Sep 22, 2003factForm ADV

Dated events

No dated event names this entity yet.