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Advisor at INTEGRITY ALLIANCE, LLC
Haverhill, MA | URBANDALE, IA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| INTEGRITY ALLIANCE, LLC | Bd affiliated wealth | Mar 9, 2026 | n/a | yes | Haverhill, MA|URBANDALE, IA | Current employment |
| CAPITAL ANALYSTS | Bd affiliated wealth | Sep 7, 2022 | Mar 10, 2026 | no | Haverhill, MA | Previous registration |
| LINCOLN INVESTMENT | Independent wealth | Sep 7, 2022 | Mar 10, 2026 | no | Haverhill, MA|Haverhill, MA|Fort Washington, PA | Previous registration |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | n/a | Mar 10, 2006 | Feb 19, 2008 | no | BILLERICA, MA|AMESBURY, MA|NEWBURYPORT, MA|METHUEN, MA|LOWELL, MA|LAWRENCE, MA|LAWRENCE, MA|WILMINGTON, MA|LOWELL, MA|TEWKSBURY, MA|NORTH READING, MA|READING, MA|BURLINGTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL ANALYSTS | LINCOLN INVESTMENT | Mar 10, 2026 | Sep 7, 2022 | -1,280 | Firm change after gap | Ibd to RIA |
| LINCOLN INVESTMENT | INTEGRITY ALLIANCE, LLC | Mar 10, 2026 | Mar 9, 2026 | -1 | Firm change | RIA to ibd |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | CAPITAL ANALYSTS | Feb 19, 2008 | Sep 7, 2022 | 5,314 | Firm change after gap | Other |