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Thomas Justin Kozelka

INTEGRAS PARTNERS
ALPHARETTA, GA
·CRD# 2786921·30 years experience

Professional Summary

Thomas Justin Kozelka, who also goes by T. J. Kozelka, Thomas Justin Kozelka, Thomas Kozelka, is a registered financial advisor currently at INTEGRAS PARTNERS, LLC located in Alpharetta, Georgia. Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Thomas has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

T. J. Kozelka, Thomas Justin Kozelka, Thomas Kozelka

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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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

30 years in the financial services industry

Current & Past Employments

INTEGRAS PARTNERS, LLC·CRD# 172979
RIA
3180 North Point Parkway Suite 102, Alpharetta, GA 30005
June 26, 2026 - Present
ADAPT WEALTH ADVISORS, LLC·CRD# 329448
RIA
Atlanta, GA
May 20, 2024 - June 14, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.·CRD# 134139
RIA
Atlanta, GA
February 16, 2023 - April 4, 2024
CAMBRIDGE INVESTMENT RESEARCH, INC.·CRD# 39543
BD
Atlanta, GA
August 15, 2022 - April 4, 2024
JANUS HENDERSON DISTRIBUTORS US LLC·CRD# 28832
BD
Denver, CO
October 28, 2004 - August 8, 2022
BNY MELLON SECURITIES CORPORATION·CRD# 231
BD
New York, NY
March 14, 2003 - October 22, 2004
BLACKROCK INVESTMENTS, LLC·CRD# 38642
BD
New York, NY
June 17, 1998 - January 13, 2003
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.·CRD# 840
BD
Boston, MA
October 8, 1996 - February 27, 1998

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Current Firm

IP
INTEGRAS PARTNERS, LLC

INTEGRAS PARTNERS, LLC

CRD#: 172979 / SEC#: 801-80657
RIA
Registered Investment Advisory firm - SEC (1/2/2015 Approved)

Contact Information

Main Address

3180 North Point Parkway Suite 102, Alpharetta, GA 30005

Phone Number

(404) 941-2800

# of Employees

5

SEC notice filing (6 States and Territories)

Registered to provide investment advisory services in 6 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INTEGRAS PARTNERS BROCHURE (2/24/2026)

Regulatory Assets Under Management

Total Number of Accounts

567

AUM (Assets Under Management)

$244,833,956

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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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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IP
INTEGRAS PARTNERS, LLC

INTEGRAS PARTNERS, LLC

CRD#: 172979 / SEC#: 801-80657
RIA
Registered Investment Advisory firm - SEC (1/2/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Georgia
(6/26/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

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 2023About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1998About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2003About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Oct 1996About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Thomas Justin Kozelka's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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