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RIA / WealthAdvisor25 years in industry

LACEY LYNN ROBERTS

Advisor at INTEGRITY FINANCIAL ADVISORS, LLC

WOBURN, MA | Edmond, OK

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Search this name across graphsid dfx:ria:6d8e227a-d968-7afc-5935-b4476241d9f4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Jul 20, 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 FINANCIAL ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 5, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Jun 5, 2001
First registration: Jul 20, 2001
Dual registered: no
Other names: LYNN ROBERTS|LACEY LYNN ROBERTS|LACEY LYNN ROBERTS-POWELL
IAPD individual key: 4245139

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 FINANCIAL ADVISORS, LLC	Independent wealth	Apr 28, 2022	n/a	yes	WOBURN, MA\|Edmond, OK	Current employment
CAPE INVESTMENT ADVISORY, INC.	Independent wealth	Aug 8, 2017	Jan 3, 2022	no	Edmond, OK\|MCDONOUGH, GA\|Edmond, OK	Previous registration
WBB SECURITIES, LLC	State registered	Mar 30, 2017	Sep 1, 2017	no	Edmond, OK\|CRANFORD, NJ\|CRANFORD, NJ	Previous registration
KEYSTONE CAPITAL CORPORATION	Former SEC adviser	Jan 9, 2015	Oct 31, 2016	no	EDMOND, OK\|EDMOND, OK\|NEW YORK, NY\|SAN DIEGO, CA\|Edmond, OK	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	May 15, 2008	Dec 8, 2014	no	EDMOND, OK\|OKLAHOMA CITY, OK\|EDMOND, OK\|Oklahoma City, OK	Previous registration
J.P. MORGAN SECURITIES INC.	n/a	Jan 22, 2007	Feb 29, 2008	no	OKLAHOMA CITY, OK	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	May 26, 2006	Jan 9, 2007	no	OKLAHOMA CITY, OK	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 1, 2003	May 15, 2006	no	EDMOND, OK\|EDMOND, OK	Previous registration
PRUDENTIAL EQUITY GROUP, LLC	n/a	Jul 20, 2001	Jul 1, 2003	no	OKLAHOMA CITY, OK	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
CAPE INVESTMENT ADVISORY, INC.	INTEGRITY FINANCIAL ADVISORS, LLC	Jan 3, 2022	Apr 28, 2022	115	Firm change	RIA to RIA
WBB SECURITIES, LLC	CAPE INVESTMENT ADVISORY, INC.	Sep 1, 2017	Aug 8, 2017	-24	Firm change	Other
KEYSTONE CAPITAL CORPORATION	WBB SECURITIES, LLC	Oct 31, 2016	Mar 30, 2017	150	Firm change	Other
MML INVESTORS SERVICES, LLC	KEYSTONE CAPITAL CORPORATION	Dec 8, 2014	Jan 9, 2015	32	Firm change	Other
J.P. MORGAN SECURITIES INC.	MML INVESTORS SERVICES, LLC	Feb 29, 2008	May 15, 2008	76	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES INC.	Jan 9, 2007	Jan 22, 2007	13	Firm change	Other
WELLS FARGO ADVISORS	CHASE INVESTMENT SERVICES CORP.	May 15, 2006	May 26, 2006	11	Firm change	Other
PRUDENTIAL EQUITY GROUP, LLC	WELLS FARGO ADVISORS	Jul 1, 2003	Jul 1, 2003	0	Bulk transfer	Other

Relationships

Registered with (9)

→ INTEGRITY FINANCIAL ADVISORS, LLCRegistered adviserregistration: current employment
Apr 28, 2022 to presentfactForm ADV
→ CAPE INVESTMENT ADVISORY, INC.Registered adviserregistration: previous registration
Aug 8, 2017 to Jan 3, 2022factForm ADV
→ WBB SECURITIES, LLCRegistered adviserregistration: previous registration
Mar 30, 2017 to Sep 1, 2017factForm ADV
→ KEYSTONE CAPITAL CORPORATIONRegistered adviserregistration: previous registration
Jan 9, 2015 to Oct 31, 2016factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
May 15, 2008 to Dec 8, 2014factForm ADV
→ J.P. MORGAN SECURITIES INC.Registered adviserregistration: previous registration
Jan 22, 2007 to Feb 29, 2008factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
May 26, 2006 to Jan 9, 2007factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 1, 2003 to May 15, 2006factForm ADV
→ PRUDENTIAL EQUITY GROUP, LLCRegistered adviserregistration: previous registration
Jul 20, 2001 to Jul 1, 2003factForm ADV

Dated events

Occurred
Jan 3, 2022
Advisor changed firm
Lacey Lynn Roberts left Cape Investment Advisory, Inc. for Integrity Financial Advisors, Llc (registered 2022-04-28)
Form ADVobserved 6 days ago