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RIA / WealthAdvisor12 years in industry

MATTHEW TUCKER MCGEE

Advisor at INTEGRITAS WEALTH STRATEGIES, LLC

Mount Pleasant, SC | CHARLESTON, SC

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Search this name across graphsid dfx:ria:d8b820b5-064a-54ed-6be2-dd3e8cef6172

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: May 19, 2020 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: INTEGRITAS WEALTH STRATEGIES, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 18, 2020
First registration: May 19, 2020
Dual registered: no
Other names: MATTHEW TUCKER MCGEE|Matthew McGee
IAPD individual key: 7208209

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
INTEGRITAS WEALTH STRATEGIES, LLC	State registered	Jun 10, 2026	n/a	yes	CHARLESTON, SC\|Mount Pleasant, SC	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Sep 23, 2024	Mar 12, 2026	no	Charleston, SC\|MT. PLEASANT, SC	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Mar 31, 2023	Sep 15, 2024	no	MOUNT PLEASANT, SC	Previous registration
EDWARD JONES	National bd RIA	May 19, 2020	Jan 5, 2023	no	St Matthews, SC\|ST LOUIS, MO\|TEMPE, AZ\|COLUMBIA, SC	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
AMERIPRISE FINANCIAL SERVICES, LLC	INTEGRITAS WEALTH STRATEGIES, LLC	Mar 12, 2026	Jun 10, 2026	90	Firm change	Ibd to state RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	AMERIPRISE FINANCIAL SERVICES, LLC	Sep 15, 2024	Sep 23, 2024	8	Firm change	Ibd to ibd
EDWARD JONES	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jan 5, 2023	Mar 31, 2023	85	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ INTEGRITAS WEALTH STRATEGIES, LLCRegistered adviserregistration: current employment
Jun 10, 2026 to presentfactForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Sep 23, 2024 to Mar 12, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Mar 31, 2023 to Sep 15, 2024factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
May 19, 2020 to Jan 5, 2023factForm ADV

Dated events

Occurred
Mar 12, 2026
Advisor changed firm
Matthew Tucker Mcgee left Ameriprise Financial Services, Llc for Integritas Wealth Strategies, Llc (registered 2026-06-10)
Form ADVobserved 5 days ago
Occurred
Sep 15, 2024
Advisor changed firm
Matthew Tucker Mcgee left Fidelity Personal And Workplace Advisors for Ameriprise Financial Services, Llc (registered 2024-09-23)
Form ADVobserved 5 days ago
Occurred
Jan 5, 2023
Advisor changed firm
Matthew Tucker Mcgee left Edward Jones for Fidelity Personal And Workplace Advisors (registered 2023-03-31)
Form ADVobserved 5 days ago