DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Integrity Advisory Solutions
Legal name Integrity Advisory Solutions, LLC
Latest filing Jun 11, 2026
First filing on the tape Dec 21, 2021 · 35 filings
SEC status approved since Jan 20, 2022
RAUM
$1.1B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
97%
$1.1B individuals and HNW
Advisors
128
registered through the firm on IAPD
RAUM per advisor
$8.6M
derived; firm RAUM over IAPD count
Employees
113
108 advisory (5.B.1)
Offices
100
beyond the principal office
Private funds
0
reported on Schedule D
History
35 filings and snapshots on the tape
RAUM$1.1B as of Jun 11, 2026
Mar 30, 2023$129M then
HNW client RAUM$637M as of Jun 11, 2026
Mar 30, 2023$84.2M then
State-registered IARs (5.B.3)108 as of Jun 11, 2026
Mar 30, 202317 then
Employees (5.A)113 as of Jun 11, 2026
Mar 30, 202318 then
Private funds: no history
RAUM +115% over the last fiscal year+105% a year over threeIARs 84 to 108offices 71 to 100
Practice profile
derived from the filing of Jun 11, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Multi-office growth platform · an independent wealth manager (not a wirehouse, national broker-dealer RIA or broker-dealer affiliated firm) with at least five offices, at least 50 advisors, and RAUM up at least 20 percent over the last annual amendment
- RAUM per advisor
- $8.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 19derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.5MderivedHNW RAUM over HNW clients
- Average account
- $266,342derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.9derivedItem 5.A over advisors
- Advisors per office
- 1.3derived101 offices incl. principal (1.F.5)
- RAUM growth, one year
- +115%derivedbetween the last two annual amendments
- Advisor growth, one year
- +29%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.4%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisers, otherreportedItem 5.G
- Wrap fee program
- $40.1MreportedItem 5.I
- Custody
- $299M, 685 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Firms absorbed, 24 months
- 1derivedhalf or more of a firm's advisors moved here within 14 days
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$637M58%
- Individuals$435M39%
- Corporations and businesses$25.2M2.3%
- Pension and profit-sharing plans$5.7M0.5%
- State and municipal entities$376,6570.0%
- Charitable organizations$59,6340.0%
- Individual clients
- 2,137reported
- HNW clients
- 250reported
- Pension plan clients
- 17reported
- Charitable clients
- n/areported
- Accounts
- 4,143reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $299M for 685 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.01 related_bd=true related_bank=false bd_reps=4.0derived
Advisors registered through the firm
112 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jeffrey Scott Schulz | Asheville, Nc | Aug 22, 2022 | 18 y | 1 |
| Ryshard Grzanka | Dallas, Tx | Oct 12, 2022 | 14 y | 1 |
| Michael Robert Weyenberg | Raleigh, Nc | Dec 20, 2022 | 11 y | 0 |
| William Bradford Flowers | Williamston, Sc | Jan 24, 2023 | 22 y | 6 |
| Victor Anthony Banks | Marietta, Ga | Aug 17, 2023 | 22 y | 8 |
| Belle Marie Crause | Puyallup, Wa | Aug 25, 2023 | 10 y | 0 |
| Emily Katz Cardillo | Raleigh, Nc | Sep 14, 2023 | 13 y | 0 |
| Nelson Clifford Baxley | El Centro, Ca | Feb 15, 2024 | 14 y | 1 |
| Douglas Russell Everett | Burlington, Nc | Feb 15, 2024 | 32 y | 0 |
| Jesse Perry Black | Dallas, Tx | Mar 4, 2024 | 20 y | 1 |
| Brandon Michael Bules | Puyallup, Wa | Mar 5, 2024 | 34 y | 0 |
| Steven Jay Puckett | Dallas, Tx | Mar 13, 2024 | 10 y | 3 |
| Jacob Crause | Dallas, Tx | Mar 18, 2024 | 33 y | 0 |
| Gina Marie Leguria | Dallas, Tx | Mar 19, 2024 | 16 y | 1 |
| Jonathan Linford | Dallas, Tx | Mar 21, 2024 | 10 y | 0 |
| Paul Allen Kraft | Indianapolis, In | Mar 23, 2024 | 36 y | 3 |
| Joshua Kent Crawford | Port St Lucie, Fl | Mar 28, 2024 | 12 y | 3 |
| Justin M Kennedy | Dallas, Tx | Mar 28, 2024 | 15 y | 0 |
| John Randall Potter | Charlotte, Nc | Apr 5, 2024 | 14 y | 3 |
| Cornelius Joseph O'Reilly | Staten Island, Ny | Apr 11, 2024 | 12 y | 2 |
| Stephen Michael Waltar | Bellevue, Wa | Apr 11, 2024 | 25 y | 2 |
| Sanford Michael Fisch | Dallas, Tx | Apr 11, 2024 | 36 y | 2 |
| Miriam Abraham | Airmont, Ny | Apr 11, 2024 | 18 y | 1 |
| James Andrew Miller | Worcester, Ma | Apr 16, 2024 | 31 y | 2 |
| Michael Paul Robinson | Dallas, Tx | Apr 19, 2024 | 40 y | 0 |
| Adam Johnson | Eagan, Mn | Apr 22, 2024 | 13 y | 0 |
| Scott P Schomer | El Segundo, Ca | Apr 23, 2024 | 21 y | 2 |
| Marcus Iyobosa Egiebor | Dallas, Tx | Apr 24, 2024 | 14 y | 1 |
| Ronald Wayne Morrison | Metairie, La | Apr 29, 2024 | 21 y | 0 |
| Maritess Tamunday Bott | Rolling Meadows, Il | May 3, 2024 | 19 y | 1 |
| Robert George Armstrong | Friendsville, Tn | May 14, 2024 | 49 y | 1 |
| Daniel A Debruyckere | Dallas, Tx | May 28, 2024 | 16 y | 0 |
| Sean A Ruggiero | Coeur D'Alene, Id | May 30, 2024 | 14 y | 3 |
| Benjamin West Hunsaker | Carefree, Az | Jun 6, 2024 | 21 y | 0 |
| Stephen Anthony Mendel | Dallas, Tx | Jun 11, 2024 | 24 y | 1 |
| Angela Graciela Riddle | Dallas, Tx | Jun 24, 2024 | 11 y | 0 |
| Edward W Lovato | Dallas, Tx | Jun 28, 2024 | 12 y | 0 |
| Andrew Robert Smith | Port St Lucie, Fl | Jul 9, 2024 | 12 y | 0 |
| Spencer Ridley | Port Hueneme, Ca | Aug 2, 2024 | 12 y | 0 |
| Eric Ridley | Flagstaff, Az | Aug 2, 2024 | 15 y | 0 |
Advisor movement
5 left, 17 joined in 12 months
net +12 in 12 months0 left in 90 days5 joined in 90 daysdeparture rate 3.9% of current headcount11 left over 36 months
Left, latest
- Brantley Dexton Whitley to Income Focus Advisors LLCMay 11, 2026 · RIA to a state-registered adviser
- Michael James Beyersdorf to Creativeone Wealth, LLCMar 6, 2026 · RIA to RIA
- Sangmin Kim to Creativeone Wealth, LLCFeb 12, 2026 · RIA to RIA
- David Alan Henry to Principal Securities, Inc.Feb 3, 2026 · RIA to affiliated broker-dealer or bank
- Samuel D Shinn to Cambridge Investment Research Advisors, Inc.Sep 18, 2025 · RIA to affiliated broker-dealer or bank
- Joseph Roman Anderson to Forest Park Capital LLCJul 17, 2025 · RIA to a state-registered adviser
- Ariel Marie Bean to Tucker Asset Management LLCJun 24, 2025 · RIA to RIA
- Mitchell Monson to Financial Gravity Family Office Services, LLCJun 16, 2025 · RIA to RIA
- Shannon Dean Schofield to Invesco Advisers, Inc.Jan 31, 2025 · Other
- Jonathan Scott Cooper to Joy Equity Management LLCAug 13, 2024 · RIA to a state-registered adviser
- Cameron Shawn Graham to Foundations Investment Advisors LLCJan 10, 2024 · RIA to RIA
- Caleb Riley to Allstate Financial Advisors, LLCSep 6, 2023 · RIA to affiliated broker-dealer or bank
- Weston Rush Lindemann to Rwm Capital, LLCMay 8, 2023 · RIA to RIA
- Steven Lee Floyd to Brookstone Wealth Advisors, LLCJul 25, 2022 · RIA to RIA
Joined, latest
- Bradley James Hanus from Cache Advisors LLCSep 2, 2026 · Other
- Eric Sean Drudge from Encompass More Asset Management LLCAug 19, 2026 · RIA to RIA
- Tyler B Ashley from NamcoaAug 4, 2026 · RIA to RIA
- Kevin Edward Sullivan from NamcoaAug 4, 2026 · RIA to RIA
- Christopher William Habedank from NamcoaAug 4, 2026 · RIA to RIA
- Jason Thornton from Encompass More Asset Management LLCJun 11, 2026 · RIA to RIA
- Christopher Randolph Cassidy from LPL Financial LLCJun 9, 2026 · Affiliated broker-dealer or bank to independent RIA
- Michelle Renee Stockman from Principal Asset ManagementApr 24, 2026 · Other
- Craig Alexander Chandler from Cs Planning CorpApr 13, 2026 · RIA to RIA
- Joseph Michael Polychronis from Tucker Asset Management LLCFeb 27, 2026 · RIA to RIA
- Ethan S Donahue from Edward JonesFeb 2, 2026 · Affiliated broker-dealer or bank to independent RIA
- Samuel Martin Stenson from Cetera Investment Advisers LLCJan 8, 2026 · Affiliated broker-dealer or bank to independent RIA
- John Weaver Bunt from Gradient Advisors, LLCJan 8, 2026 · RIA to RIA
- Richard Axel Pascual from Gladstone Wealth PartnersJan 6, 2026 · RIA to RIA
- Aaron Niedorf from Tlg Advisors, Inc.Dec 19, 2025 · Affiliated broker-dealer or bank to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from NamcoaAug 5, 2026 · Mooresville, Nc
- 3 joined from Jarvis FinancialApr 25, 2025 · Federal Way, Wa · Firm absorbed
- 2 joined from Price Wealth Coaching LLCApr 16, 2025 · Haddonfield, Nj
- 4 joined from Wr Wealth Planners LLCMar 27, 2025 · Columbia, Mo
- 2 joined from Clock Tower Wealth Management, Inc.Mar 13, 2025 · Petaluma, Ca
- 2 joined from Alphastar Capital ManagementJan 31, 2025 · Cornelius, Nc
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Edward Brian Aukes · Presidentcontrolsince 04/2025 · owns less than 5%
- Aaron Christopher Merla · Head Of Operationscontrolsince 11/2025 · owns less than 5%
- Belma Mujdzic · Operations Directorcontrolsince 02/2024 · owns less than 5%
- Stuart Christopher Norris · Presidentcontrolsince 07/2017 · owns less than 5%
- Allen Andrew Osby · Chief Investment Officercontrolsince 02/2024 · owns less than 5%
- Paul Robert Slomin · Chief Compliance Officercontrolsince 02/2024 · owns less than 5%
- Renee Michelle Stockman · Chief Compliance Officercontrolsince 04/2025 · owns less than 5%
Entity owners
- Integrity Wealth, LLC · Memberdirect · owns 75% or more
- Integrity Marketing Acquisition, LLC · Indirect Ownerindirect · owns 75% or more of Integrity Marketing Partners, LLC
- Integrity Marketing Intermediate, LLC · Indirect Ownerindirect · owns 75% or more of Integrity Marketing Acquisition, LLC
- Integrity Marketing Parent, LLC · Indirect Ownerindirect · owns 75% or more of Integrity Marketing Intermediate, LLC
- Integrity Marketing Partners, LLC · Indirect Ownerindirect · owns 75% or more of Integrity Wealth, LLC
- Integrity, LLC · Indirect Ownerindirect · owns 75% or more of Integrity Marketing Parent, LLC
Related persons
Schedule D 7.A
- Gladstone Wealth Partnersinvestment advisernRAUM $5.7B
- Integrity Alliance, LLCbroker-dealerinvestment adviserreal estatenRAUM $5.4B
- Integrity Capital, LLCbroker-dealern
- Superior Performers Inc.real estaten
Advisers that list Integrity Advisory Solutions as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Dallas, Tx · principal | 127 | 28 | 3 | ||
| Urbandale, Ia | 15 | 3 | 1 | ||
| Columbia, Mo | 7 | 0 | 0 | ||
| Annapolis, Md | 3 | 0 | 0 | ||
| Puyallup, Wa | 3 | 0 | 0 | ||
| Federal Way, Wa | 3 | 0 | 0 | ||
| Huntersville, Nc | 2 | 0 | 0 | ||
| Mesa, Az | 2 | 0 | 0 | ||
| Modesto, Ca | 2 | 1 | 0 | ||
| Mooresville, Nc | 2 | 2 | 0 | ||
| Petaluma, Ca | 2 | 0 | 0 | ||
| Port St Lucie, Fl | 2 | 0 | 0 | ||
| Raleigh, Nc | 2 | 0 | 0 | ||
| Uniontown, Oh | 2 | 0 | 0 | ||
| Middleton, Wi | 2 | 0 | 0 | ||
| Burlington, Nc | 2 | 0 | 0 | ||
| Coon Rapids, Mn | 2 | 2 | 0 | ||
| Gilbert, Az | 2 | 1 | 0 | ||
| Haddonfield, Nj | 2 | 1 | 0 | ||
| Houston, Tx | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Urbandale, IA16 employees
- Red Bank, NJ1 employees
- Tampa, FL1 employees
- , 1 employees
ADV anomalies
9 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jun 11, 2026STOCKMAN, MICHELLE, RENEE (CHIEF COMPLIANCE OFFICER) appeared on Schedule A between the filings of 2024-06-25 and 2026-06-11peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Jun 11, 2026SLOMIN, ROBERT, PAUL (CHIEF COMPLIANCE OFFICER) left Schedule A between the filings of 2024-06-25 and 2026-06-11peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Jun 11, 2026NORRIS, CHRISTOPHER, STUART (PRESIDENT) left Schedule A between the filings of 2024-06-25 and 2026-06-11peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Jun 11, 2026MERLA, CHRISTOPHER, AARON (HEAD OF OPERATIONS) appeared on Schedule A between the filings of 2024-06-25 and 2026-06-11peers: independent wealth managers, $1B to $5B (1,360)
- growth on all axesCombination · filing Apr 28, 2026RAUM, offices and advisors all grew 25 percent or more in one year: a platform in expansion or an acquisition. RAUM $512,263,824 to $1,103,455,772, advisors 84 to 108, private clients 2377 to 2387, offices 71 to 100 (2025-04-24 to 2026-04-28)peers: independent wealth managers, $1B to $5B (1,360)
- RAUM up clients flatCombination · filing Apr 28, 2026RAUM grew 50 percent or more while private clients stayed within 5 percent: existing clients grew, a few large clients arrived, or a reporting change. RAUM $512,263,824 to $1,103,455,772, advisors 84 to 108, private clients 2377 to 2387, offices 71 to 100 (2025-04-24 to 2026-04-28)peers: independent wealth managers, $1B to $5B (1,360)
- account count surgeChange between filings · filing Apr 28, 2026accounts (Item 5.F.2.f) moved from 2,709.0 to 4,143.0 (+53.0%) between the annual amendments of 2025-04-24 and 2026-04-28; the peer median change was +6.0% (1206 comparable advisers, 93.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,206) · 93% percentile
- HNW share shiftChange between filings · filing Apr 28, 2026HNW share of RAUM moved from 21.0% to 58.0% between the annual amendments of 2025-04-24 and 2026-04-28peers: independent wealth managers, $1B to $5B (1,360)
- RAUM up 50 %Change between filings · filing Apr 28, 2026RAUM (Item 5.F) moved from $512,263,824 to $1,103,455,772 (+115.0%) between the annual amendments of 2025-04-24 and 2026-04-28; the peer median change was +17.0% (1297 comparable advisers, 98.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,297) · 98% percentile
What changed
consecutive filings, newest first
- HQ state · IA to TXMay 20, 2026 to Jun 11, 2026
- HQ state · TX to IAMar 31, 2026 to Apr 28, 2026
- Accounts · 2,709 to 4,143Jan 15, 2026 to Mar 31, 2026
- Advisory employees · 90 to 108Jan 15, 2026 to Mar 31, 2026
- Advisory activities · 4 to 5Jan 15, 2026 to Mar 31, 2026
- BD registered reps · 22 to 4Jan 15, 2026 to Mar 31, 2026
- Corporate clients · 50 to 24Jan 15, 2026 to Mar 31, 2026
- HNW clients · 145 to 250Jan 15, 2026 to Mar 31, 2026
- Individual clients · 2,232 to 2,137Jan 15, 2026 to Mar 31, 2026
- Pension plan clients · unset to 17.0Jan 15, 2026 to Mar 31, 2026
- Assets in custody · $93.1M to $299MJan 15, 2026 to Mar 31, 2026
- Employees · 90 to 113Jan 15, 2026 to Mar 31, 2026
- Insurance-licensed employees · 24 to 4Jan 15, 2026 to Mar 31, 2026
- Financial planning clients · 0 to 11-25Jan 15, 2026 to Mar 31, 2026
- State-registered IARs · 84 to 108Jan 15, 2026 to Mar 31, 2026
- Other offices · 71 to 100Jan 15, 2026 to Mar 31, 2026
- Discretionary RAUM · $512M to $1.1BJan 15, 2026 to Mar 31, 2026
- HNW RAUM · $108M to $637MJan 15, 2026 to Mar 31, 2026
- Individual RAUM · $386M to $435MJan 15, 2026 to Mar 31, 2026
- Pension RAUM · unset to 5681453.0Jan 15, 2026 to Mar 31, 2026
- RAUM · $512M to $1.1BJan 15, 2026 to Mar 31, 2026
- Wrap assets (sponsor) · $28.7M to $0Jan 15, 2026 to Mar 31, 2026
- Assets in custody · unset to 93118848.0Apr 24, 2025 to Sep 16, 2025
- Custody of client assets · false to trueApr 24, 2025 to Sep 16, 2025
- Financial planning clients · 0 to 0Apr 24, 2025 to Sep 16, 2025
- Accounts · 783 to 2,709Oct 24, 2024 to Apr 24, 2025
- Advisory employees · 39 to 90Oct 24, 2024 to Apr 24, 2025
- BD registered reps · 23 to 22Oct 24, 2024 to Apr 24, 2025
- Corporate clients · unset to 50.0Oct 24, 2024 to Apr 24, 2025
- HNW clients · 8 to 145Oct 24, 2024 to Apr 24, 2025
- Individual clients · 559 to 2,232Oct 24, 2024 to Apr 24, 2025
- Employees · 39 to 90Oct 24, 2024 to Apr 24, 2025
- Insurance-licensed employees · 17 to 24Oct 24, 2024 to Apr 24, 2025
- State-registered IARs · 35 to 84Oct 24, 2024 to Apr 24, 2025
- Other offices · 13 to 71Oct 24, 2024 to Apr 24, 2025
- Discretionary RAUM · $147M to $512MOct 24, 2024 to Apr 24, 2025
- HNW RAUM · $83.5M to $108MOct 24, 2024 to Apr 24, 2025
- Individual RAUM · $64.0M to $386MOct 24, 2024 to Apr 24, 2025
- RAUM · $147M to $512MOct 24, 2024 to Apr 24, 2025
- Wrap assets (sponsor) · $0 to $28.7MOct 24, 2024 to Apr 24, 2025
Signals
40 dated events
- Sean A Ruggiero no longer holds an investment adviser registration (last listed at Integrity Advisory Solutions on the 2026-09-14 feed)Sep 14, 2026 · Advisor registration ended · derived
- 3 advisors left Namcoa (Mooresville, NC) for Integrity Advisory Solutions on the same dayAug 5, 2026 · Team lift-out · derived
- Brantley Dexton Whitley left Integrity Advisory Solutions for Income Focus Advisors Llc (registered 2026-05-05)May 11, 2026 · Advisor changed firm · fact
- Integrity Advisory Solutions reported 100 offices beyond its principal office, up from 71 (2026-01-15 to 2026-03-31)Mar 31, 2026 · Office count change · derived
- Integrity Advisory Solutions reported 108 state-registered advisory representatives, up from 84 (2026-01-15 to 2026-03-31)Mar 31, 2026 · Advisor headcount change · derived
- Integrity Advisory Solutions reported RAUM $1.1B, up 115% from $512.3M (2026-01-15 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Michael James Beyersdorf left Integrity Advisory Solutions for Creativeone Wealth, Llc (registered 2026-03-04)Mar 6, 2026 · Advisor changed firm · fact
- Sangmin Kim left Integrity Advisory Solutions for Creativeone Wealth, Llc (registered 2026-02-02)Feb 12, 2026 · Advisor changed firm · fact
- David Alan Henry left Integrity Advisory Solutions for Principal Securities, Inc. (registered 2025-12-03)Feb 3, 2026 · Advisor changed firm · fact
- Samuel D Shinn left Integrity Advisory Solutions for Cambridge Investment Research Advisors, Inc. (registered 2026-08-12)Sep 18, 2025 · Advisor changed firm · fact
- Joseph Roman Anderson left Integrity Advisory Solutions for Forest Park Capital Llc (registered 2025-07-18)Jul 17, 2025 · Advisor changed firm · fact
- Ariel Marie Bean left Integrity Advisory Solutions for Tucker Asset Management Llc (registered 2025-06-24)Jun 24, 2025 · Advisor changed firm · fact
- Mitchell Monson left Integrity Advisory Solutions for Financial Gravity Family Office Services, Llc (registered 2025-07-14)Jun 16, 2025 · Advisor changed firm · fact
- Jarvis Financial's advisors moved to Integrity Advisory Solutions (Federal Way, WA): 3 of 3 registered, on the same dayApr 25, 2025 · Firm absorbed (people side) · derived
- Integrity Advisory Solutions reported 71 offices beyond its principal office, up from 13 (2024-10-24 to 2025-04-24)Apr 24, 2025 · Office count change · derived
- Integrity Advisory Solutions reported 84 state-registered advisory representatives, up from 35 (2024-10-24 to 2025-04-24)Apr 24, 2025 · Advisor headcount change · derived
- Integrity Advisory Solutions reported RAUM $512.3M, up 247% from $147.5M (2024-10-24 to 2025-04-24)Apr 24, 2025 · RAUM change · derived
- 2 advisors left Price Wealth Coaching LLC (Haddonfield, NJ) for Integrity Advisory Solutions on the same dayApr 16, 2025 · Team lift-out · derived
- 4 advisors left WR Wealth Planners LLC (Columbia, MO) for Integrity Advisory Solutions on the same dayMar 27, 2025 · Team lift-out · derived
- 2 advisors left Clock Tower Wealth Management, Inc. (Petaluma, CA) for Integrity Advisory Solutions on the same dayMar 13, 2025 · Team lift-out · derived
- Shannon Dean Schofield left Integrity Advisory Solutions for Invesco Advisers, Inc. (registered 2025-02-05)Jan 31, 2025 · Advisor changed firm · fact
- 2 advisors left Alphastar Capital Management (Cornelius, NC) for Integrity Advisory Solutions within 13 daysJan 31, 2025 · Team lift-out · derived
- Jonathan Scott Cooper left Integrity Advisory Solutions for Joy Equity Management Llc (registered 2025-06-02)Aug 13, 2024 · Advisor changed firm · fact
- Integrity Advisory Solutions reported 35 state-registered advisory representatives, up from 15 (2023-12-01 to 2024-02-23)Feb 23, 2024 · Advisor headcount change · derived
- Paul Robert Slomin (Chief Compliance Officer) appeared on Schedule A of Integrity Advisory SolutionsFeb 23, 2024 · Control person joined · fact
- Edward Brian Aukes (Chief Administrative Officer) appeared on Schedule A of Integrity Advisory SolutionsFeb 23, 2024 · Control person joined · fact
- Allen Andrew Osby (Chief Investment Officer) appeared on Schedule A of Integrity Advisory SolutionsFeb 23, 2024 · Control person joined · fact
- Belma Mujdzic (Chief Operations Officer) appeared on Schedule A of Integrity Advisory SolutionsFeb 23, 2024 · Control person joined · fact
- Cameron Shawn Graham left Integrity Advisory Solutions for Foundations Investment Advisors Llc (registered 2024-02-29)Jan 10, 2024 · Advisor changed firm · fact
- Caleb Riley left Integrity Advisory Solutions for Allstate Financial Advisors, Llc (registered 2023-09-29)Sep 6, 2023 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@integritywealthsolutions.comreportedpublished by the firm, firm site, Sep 17, 2026
- Website
- integritywealthsolutions.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (214) 919-2165reportedpublic record, Form ADV, Jun 11, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $8.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026