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Anthony Joseph O'kussick Jr

INTEGRITY CAPITAL
Needham, MA
·CRD# 2377948·33 years experience

Professional Summary

Anthony Joseph O'kussick JR, who also goes by Anthony Joseph Okussick Jr, is a registered financial advisor currently at INTEGRITY CAPITAL, LLC located in Needham, Massachusetts. Anthony is registered as a RR (Registered Representative) and started their career in finance in 1993. Anthony has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Anthony Joseph Okussick Jr

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

33 years in the financial services industry

Current & Past Employments

INTEGRITY CAPITAL, LLC·CRD# 285198
BD
460 Hillside Avenue, Needham, MA 02494
November 26, 2025 - Present
THE LEADERS GROUP, INC.·CRD# 37157
BD
Summit, NJ
August 22, 2019 - December 31, 2025
OSAIC SERVICES, INC.·CRD# 133763
BD
Phoenix, AZ
January 7, 2015 - September 29, 2017
ON INVESTMENT MANAGEMENT CO·CRD# 105662
RIA
Brookline, MA
April 19, 2012 - December 31, 2012
THE O.N. EQUITY SALES COMPANY·CRD# 2936
BD
Brookline, MA
April 3, 2012 - December 31, 2012
SECURIAN FINANCIAL SERVICES, INC.·CRD# 15296
BD
Needham, MA
March 27, 2008 - April 1, 2010
1717 CAPITAL MANAGEMENT COMPANY·CRD# 4082
RIA
Newton, MA
December 21, 2005 - December 10, 2007
1717 CAPITAL MANAGEMENT COMPANY·CRD# 4082
BD
Newton, MA
August 21, 2001 - December 10, 2007
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY·CRD# 5181
BD
Boston, MA
September 9, 1993 - May 1, 1997
SIGNATOR INVESTORS, INC.·CRD# 468
BD
Boston, MA
September 9, 1993 - August 11, 2000

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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)

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

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
INTEGRITY WEALTH, LLCMEMBER—
BAKER, ANDREA KPRINCIPAL FINANCIAL OFFICER5533991
BAKER, ANDREA KFINOP5533991
BAKER, ANDREA KCHIEF FINANCIAL OFFICER5533991
BAKER, ANDREA KPRINCIPAL OPERATIONS OFFICER5533991
DENHAM, ERIC TODDPRESIDENT1812039
PATTERSON, GINNIE SUZANNECHIEF COMPLIANCE OFFICER6329958

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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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Massachusetts
(12/1/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2000About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1993About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Sep 2017About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 1998About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 1993About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Jan 2023About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Anthony Joseph O'kussick JR's CRS (Customer Relationship Summary).

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