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RC

Robert A. Christy

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CRD#: 1069083
RC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Allen Christy, who also goes by Bob Christy, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1982. Robert had worked at 6 firms and has passed the Series 65, Series 63, Series 5, Series 3, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob Christy

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 23, 2004 - June 20, 2006

INTEGRITY BROKERAGE, LLC

BD
CRD#: 117589
ALPHARETTA, GA
Past

October 4, 2000 - September 3, 2004

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SAN DIEGO, CA
Past

November 12, 1996 - October 26, 2000

D.E. FREY & COMPANY, INC.

BD
CRD#: 23595
DENVER, CO
Past

October 27, 1995 - November 11, 1996

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

December 13, 1990 - October 2, 1995

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

October 20, 1982 - December 4, 1990

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/21/1991
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 5
Date: 1/20/1986
Interest Rate Options Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/19/1998
General Securities Principal Examination

Current Firm


IB
INTEGRITY BROKERAGE, LLC
HELMLE, JOSHUA NATHAN | MF MANAGEMENT | INTEGRITY, LLC | INTEGRITY CAPITAL MANAGEMENT | INTEGRITY BROKERAGE, LLC | INTEGRITY BROKERAGE SERVICES, INC. | INTEGRITY BROKERAGE SERVICES

CRD#: 117589 / SEC#: , 8-53604

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
720 Seneca St Ste 107, Monterey Park, CA 98101
Mailing Address
453 S Spring St Ste 400 Pmb 285, Los Angeles, CA 90013
Phone number
(949) 294-9833
Established
California since 08/01/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (11 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
WONG, DAVID WEICEO/CCO/CFO4689031
DE LUZ, MICHAEL KFINANCIAL OPERATIONS PRINCIPAL2526894
LAWSON, SEAN CHRISTOPHERPRINCIPAL2536371

Disclosures


Regulatory Event3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


INTEGRITY BROKERAGE, LLC

CRD#: 117589

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