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Advisor at INTEGRITY ALLIANCE, LLC
TAMPA, FL | Telluride, CO | Austin, TX
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 | Jan 16, 2026 | n/a | yes | Telluride, CO|TAMPA, FL|Austin, TX | Current employment |
| LION STREET ADVISORS, LLC | Former SEC adviser | Sep 10, 2020 | Nov 3, 2025 | no | Telluride, CO|AUSTIN, TX|TAMPA, FL | Previous registration |
| M HOLDINGS SECURITIES, INC. | Bd affiliated wealth | Dec 19, 2001 | May 7, 2020 | no | TAMPA, FL|TAMPA, FL|TAMPA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LION STREET ADVISORS, LLC | INTEGRITY ALLIANCE, LLC | Nov 3, 2025 | Jan 16, 2026 | 74 | Bulk transfer | Ibd to ibd |
| M HOLDINGS SECURITIES, INC. | LION STREET ADVISORS, LLC | May 7, 2020 | Sep 10, 2020 | 126 | Firm change | Ibd to ibd |