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RS

Robert E. Savarese

INTEGRITY CAPITAL
Scottsdale, AZ 85260
Some features on this profile are disabled
CRD#: 2319242
RS

Professional summary

Robert Edward Savarese JR, who also goes by Rob Savarese, is a registered financial professional currently at INTEGRITY CAPITAL, LLC located in Scottsdale, Arizona.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1993. Robert has worked at 9 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 3, Series 7, Series 53 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Rob Savarese

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) - BD

Click below to view Robert Edward Savarese JR's CRS (Customer Relationship Summary).

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

Current

May 26, 2017 - Present

INTEGRITY CAPITAL, LLC

Office #1: 16767 N. Perimeter Drive Suite 320, Scottsdale, AZ 85260
BD
CRD#: 285198
Scottsdale, AZ
Past

December 10, 2013 - January 9, 2017

FS INVESTMENT SOLUTIONS, LLC

BD
CRD#: 145244
PHILADELPHIA, PA
Past

May 12, 2010 - December 20, 2013

FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.

RIA
CRD#: 106277
NEW YORK, NY
Past

November 11, 2009 - December 20, 2013

FEDERATED SECURITIES CORP.

RIA
CRD#: 5009
PITTSBURGH, PA
Past

May 19, 2009 - December 20, 2013

MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC

RIA
CRD#: 109355
BOSTON, MA
Past

July 22, 2008 - December 20, 2013

FEDERATED INVESTMENT COUNSELING

RIA
CRD#: 105325
PITTSBURGH, PA
Past

July 22, 2008 - December 20, 2013

FEDERATED SECURITIES CORP.

BD
CRD#: 5009
PITTSBURGH, PA
Past

March 30, 2006 - July 22, 2008

JANNEY MONTGOMERY SCOTT LLC

RIA
CRD#: 463
PHILADELPHIA, PA
Past

June 1, 2004 - July 22, 2008

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
PHILADELPHIA, PA
Past

June 4, 1998 - July 29, 2003

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
PHILADELPHIA, PA
Past

April 26, 1996 - June 10, 1998

PNC BROKERAGE CORP

BD
CRD#: 34671
PITTSBURGH, PA
Past

February 12, 1993 - April 3, 1996

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.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(4/30/2020)
RR
Arizona
(5/26/2017)
RR
Florida
(4/30/2020)
RR
Illinois
(4/30/2020)
RR
Montana
(4/30/2020)
RR
North Dakota
(4/30/2020)
RR
Ohio
(5/1/2020)
RR
Oregon
(4/30/2020)
RR
Texas
(4/30/2020)
RR
Virginia
(4/30/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/17/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/22/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 9/27/2006
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 2/9/1993
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 12/29/2006
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/2/1999
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

IC
INTEGRITY CAPITAL, LLC
ANNEXUS SECURITIES, LLC | INTEGRITY CAPITAL, LLC

CRD#: 285198 / SEC#: , 8-69829

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

Main Address
16767 N. Perimeter Drive Suite 320, Scottsdale, AZ 85260
Mailing Address
16767 N. Perimeter Drive Suite 320, Scottsdale, AZ 85260
Phone number
(480) 321-8992
Established
Delaware since 08/05/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
INTEGRITY WEALTH, LLCMEMBER
DENHAM, ERIC TODDPRESIDENT1812039
GILBREATH, WESLEY BLAKECHIEF FINANCIAL OFFICER7294886
GILBREATH, WESLEY BLAKEFINOP7294886
GILBREATH, WESLEY BLAKEPRINCIPAL FINANCIAL OFFICER7294886
LEPORE, KENNETHPRINCIPAL OPERATIONS OFFICER1356913
LEPORE, KENNETHCCO1356913

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 CAPITAL, LLC

CRD#: 285198Scottsdale, AZ 85260

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