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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)38 years in industry

DAVID LAWRENCE BAILIN

Advisor at INTEGROUS WEALTH STRATEGIES

HAMILTON, NJ

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 21, 2002 to Sep 14, 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: INTEGROUS WEALTH STRATEGIES
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 15, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S63|S65
First exam: Jul 15, 1988
First registration: Jun 21, 2002
Dual registered: yes, broker-dealer
IAPD individual key: 1835995

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
INTEGROUS WEALTH STRATEGIES	Independent wealth	May 26, 2026	n/a	yes	HAMILTON, NJ	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Jan 19, 2024	May 28, 2026	no	HAMILTON, NJ\|Hobe Sound, FL	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Feb 1, 2013	Jan 19, 2024	no	HAMILTON, NJ\|HAMILTON, NJ\|WEXFORD, PA\|Hobe Sound, FL	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Jun 21, 2002	Feb 6, 2013	no	HAMILTON SQUARE, NJ\|Hamilton, NJ	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
OSAIC WEALTH, INC.	INTEGROUS WEALTH STRATEGIES	May 28, 2026	May 26, 2026	-2	Firm change	Ibd to new firm
WOODBURY FINANCIAL SERVICES, INC.	OSAIC WEALTH, INC.	Jan 19, 2024	Jan 19, 2024	0	Bulk transfer	Ibd to ibd
SECURIAN FINANCIAL SERVICES, INC.	WOODBURY FINANCIAL SERVICES, INC.	Feb 6, 2013	Feb 1, 2013	-5	Firm change	Other

Relationships

Registered with (4)

→ INTEGROUS WEALTH STRATEGIESRegistered adviserregistration: current employment
May 26, 2026 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Jan 19, 2024 to May 28, 2026factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Feb 1, 2013 to Jan 19, 2024factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jun 21, 2002 to Feb 6, 2013factForm ADV

Dated events

Occurred
May 28, 2026
Advisor changed firm
David Lawrence Bailin left Osaic Wealth, Inc. for Integrous Wealth Strategies (registered 2026-05-26)
Form ADVobserved 5 days ago