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.

Current firm

INTEGRIS WEALTH MANAGEMENT, 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

Jul 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Sep 30, 2024

First registration

Oct 14, 2024

Dual registered

no

IAPD individual key

7993592

• Occurred

  Jul 14, 2026
  Advisor changed firm

  James Reed Gerber left Golden State Wealth Management, Llc for Integris Wealth Management, Llc (registered 2026-08-05)

  Form ADVobserved 4 days ago
• Occurred

  Jul 15, 2025
  Advisor changed firm

  James Reed Gerber left Earned Wealth Advisors, Llc for Golden State Wealth Management, Llc (registered 2026-04-08)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e1d34a9b-7784-883b-9646-78a1dbff7fae

First observed

Oct 14, 2024

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.