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RIA / WealthAdvisor41 years in industry

ROBERT FOREST HELD

Advisor at INTEGRITY FINANCIAL ADVISORS, LLC

Lower Gwynedd, PA | WOBURN, MA

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Search this name across graphsid dfx:ria:a73718a5-04fa-45cb-4fc1-eb8f829d45c0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jul 25, 2003 to Sep 15, 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: Nov 26, 1984earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Nov 26, 1984
First registration: Jul 25, 2003
Dual registered: no
Other names: BOB HELD|JR ROBERT FORREST HELD
IAPD individual key: 1017651

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	Jul 7, 2021	n/a	yes	Lower Gwynedd, PA\|WOBURN, MA	Current employment
EXODUS WEALTH, LLC	Independent wealth	Jan 3, 2020	Jul 2, 2021	no	FORT LAUDERDALE, FL\|Lower Gwynedd, PA	Previous registration
EXODUS WEALTH, LLC	Independent wealth	Feb 23, 2015	Dec 31, 2019	no	FORT LAUDERDALE, FL	Previous registration
KEYSTONE CAPITAL CORPORATION	Former SEC adviser	Jul 29, 2013	Feb 20, 2015	no	NEW YORK, NY\|SAN DIEGO, CA\|LOWER GWYNEDD, PA	Previous registration
GWYNEDD WEALTH PARTNERS, LLC	State registered	Dec 7, 2012	Aug 29, 2013	no	PLYMOUTH MEETING, PA	Previous registration
HORNOR, TOWNSEND & KENT, LLC	Independent wealth	May 11, 2011	Jan 8, 2013	no	LOWER GWYNEDD, PA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 7, 2008	Feb 16, 2011	no	LOWER GWYNEDD, PA\|SAN DIEGO, CA\|LOWER GWYNEDD, PA	Previous registration
HORNOR, TOWNSEND & KENT, LLC	Independent wealth	Jul 25, 2003	Oct 21, 2008	no	LOWER GWYNEDD, PA\|SPRINGHOUSE, PA	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
EXODUS WEALTH, LLC	INTEGRITY FINANCIAL ADVISORS, LLC	Jul 2, 2021	Jul 7, 2021	5	Firm change	RIA to new firm
KEYSTONE CAPITAL CORPORATION	EXODUS WEALTH, LLC	Feb 20, 2015	Feb 23, 2015	3	Firm change	Other
GWYNEDD WEALTH PARTNERS, LLC	KEYSTONE CAPITAL CORPORATION	Aug 29, 2013	Jul 29, 2013	-31	Firm change after gap	Other
HORNOR, TOWNSEND & KENT, LLC	GWYNEDD WEALTH PARTNERS, LLC	Jan 8, 2013	Dec 7, 2012	-32	Firm change after gap	Other
LPL FINANCIAL LLC	HORNOR, TOWNSEND & KENT, LLC	Feb 16, 2011	May 11, 2011	84	Firm change	Other
HORNOR, TOWNSEND & KENT, LLC	LPL FINANCIAL LLC	Oct 21, 2008	Oct 7, 2008	-14	Firm change	Other

Relationships

Registered with (6)

→ INTEGRITY FINANCIAL ADVISORS, LLCRegistered adviserregistration: current employment
Jul 7, 2021 to presentfactForm ADV
→ EXODUS WEALTH, LLCRegistered adviserregistration: previous registration
Jan 3, 2020 to Jul 2, 2021factForm ADV
→ KEYSTONE CAPITAL CORPORATIONRegistered adviserregistration: previous registration
Jul 29, 2013 to Feb 20, 2015factForm ADV
→ GWYNEDD WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Dec 7, 2012 to Aug 29, 2013factForm ADV
→ HORNOR, TOWNSEND & KENT, LLCRegistered adviserregistration: previous registration
May 11, 2011 to Jan 8, 2013factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Oct 7, 2008 to Feb 16, 2011factForm ADV

Dated events

No dated event names this entity yet.