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SW

Somboon Wongvitavas

INTEGRITY BROKERAGE
Seattle, WA 98101
Some features on this profile are disabled
CRD#: 2544379
SW

Professional summary


Somboon Wongvitavas, who also goes by Sam Wongvitavas, Somboon Wongvitavas, is a registered financial professional currently at INTEGRITY BROKERAGE, LLC located in Seattle, Washington.

Somboon is registered as a RR (Registered Representative) and started their career in finance in 1994. Somboon has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sam Wongvitavas | Somboon Wongvitavas

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 Somboon Wongvitavas's CRS (Customer Relationship Summary).
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

March 5, 2016 - Present

INTEGRITY BROKERAGE, LLC

Office #1: 720 Seneca St Ste 107, Seattle, WA 98101
BD
CRD#: 117589
Seattle, WA
Past

October 2, 2001 - March 3, 2016

FINANCE 500, INC.

BD
CRD#: 12981
IRVINE, CA
Past

July 16, 1999 - November 16, 2001

VANTAGE INVESTMENTS

BD
CRD#: 46674
HUNTINGTON BEACH, CA
Past

October 3, 1995 - August 26, 1998

FINANCE 500, INC.

BD
CRD#: 12981
IRVINE, CA
Past

September 8, 1995 - October 30, 1995

CAMDEN FINANCIAL SERVICES

BD
CRD#: 19925
KELLER, TX
Past

June 12, 1995 - September 13, 1995

FINANCE 500, INC.

BD
CRD#: 12981
IRVINE, CA
Past

October 19, 1994 - June 22, 1995

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA

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
California
(3/5/2016)
RR
Hawaii
(11/29/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/9/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

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#: 117589Seattle, WA 98101

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