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Advisor at INTEGRITY WEALTH LLC
EUGENE, OR
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 WEALTH LLC | Independent wealth | Jan 1, 2025 | n/a | yes | EUGENE, OR | Current employment |
| TRUE PRIVATE WEALTH ADVISORS, LLC | Independent wealth | Oct 3, 2023 | Jul 10, 2024 | no | SALEM, OR|Eugene, OR | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jul 1, 2021 | Oct 17, 2022 | no | Eugene, OR|Reno, NV | Previous registration |
| 44 WEALTH MANAGEMENT LLC | Independent wealth | Aug 27, 2020 | May 3, 2021 | no | EUGENE, OR | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 7, 2016 | Aug 25, 2020 | no | EUGENE, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUE PRIVATE WEALTH ADVISORS, LLC | INTEGRITY WEALTH LLC | Jul 10, 2024 | Jan 1, 2025 | 175 | Firm change | RIA to RIA |
| CHARLES SCHWAB & CO., INC. | TRUE PRIVATE WEALTH ADVISORS, LLC | Oct 17, 2022 | Oct 3, 2023 | 351 | Firm change | Ibd to RIA |
| 44 WEALTH MANAGEMENT LLC | CHARLES SCHWAB & CO., INC. | May 3, 2021 | Jul 1, 2021 | 59 | Firm change | RIA to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 44 WEALTH MANAGEMENT LLC | Aug 25, 2020 | Aug 27, 2020 | 2 | Firm change | Wirehouse to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 164947:330809:OR:2024-07-10 | Jul 10, 2024 | Jan 1, 2025 | EUGENE, OR | Firm change |
| 7691:309647:OR:2020-08-25 | Aug 25, 2020 | Aug 27, 2020 | EUGENE, OR | Firm change |