DFX Intelligence
Advisors
Advisors registered through Integrity Advisory SolutionsAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
112 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Sean David Sullivan | Integrity Advisory Solutions independent RIA | Dallas, Tx | May 21, 2026 | 17 y | 0 | 2 |
| Scott Terry | Integrity Advisory Solutions independent RIA | Sumner, Wa | Jun 5, 2026 | 29 y | 0 | 2 |
| Stephanie A Thompson | Integrity Advisory Solutions independent RIA | Middleton, Wi | Apr 21, 2025 | 13 y | 0 | 1 |
| J•••• T••••••• | I•••••••• A••••••• S•••••••• independent RIA | Lake Mary, Fl | Jun 11, 2026 | 14 y | 1 | 1 |
| I•• M•••••• T•••• | I•••••••• A••••••• S•••••••• independent RIA | Dallas, Tx | Sep 27, 2024 | 13 y | 0 | 2 |
| S•••••• M•••••• W••••• | I•••••••• A••••••• S•••••••• independent RIA | Bellevue, Wa | Apr 11, 2024 | 25 y | 2 | 1 |
| Y•••••• W••• | I•••••••• A••••••• S•••••••• independent RIA | St Louis Park, Mn | Sep 2, 2026 | 12 y | 0 | 1 |
| D•••• A••••• W•••••• | I•••••••• A••••••• S•••••••• independent RIA | Dallas, Tx | Mar 3, 2025 | 12 y | 2 | 1 |
| M•••••• R••••• W•••••••• | I•••••••• A••••••• S•••••••• independent RIA | Raleigh, Nc | Dec 20, 2022 | 11 y | 0 | 5 |
| A•••• B••••• W••••• | I•••••••• A••••••• S•••••••• independent RIA | Fayetteville, Ar | Oct 9, 2024 | 24 y | 0 | 1 |
| J••••••• C••••• Y••••• | I•••••••• A••••••• S•••••••• independent RIA | Dallas, Tx | Oct 18, 2024 | 10 y | 0 | 2 |
| B•••• H• Z••••• | I•••••••• A••••••• S•••••••• independent RIA | Cincinnati, Oh | Apr 3, 2025 | 12 y | 0 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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