Thomas J. Kozelka

INTEGRAS PARTNERS

Atlanta, GA 30328-4321

CRD#: 2786921

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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 Atlanta, 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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

T. J. Kozelka | Thomas Justin Kozelka | Thomas Kozelka

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) - RIA

Click below to view Thomas Justin Kozelka'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

June 26, 2026 - Present

INTEGRAS PARTNERS, LLC

Office #1: 6285 Barfield Rd Ste 250, Atlanta, GA 30328-4321

RIA

CRD#: 172979

Atlanta, GA

Past

May 20, 2024 - June 14, 2026

ADAPT WEALTH ADVISORS, LLC

RIA

CRD#: 329448

ATLANTA, GA

Past

February 16, 2023 - April 4, 2024

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Atlanta, GA

Past

August 15, 2022 - April 4, 2024

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

ATLANTA, GA

Past

October 28, 2004 - August 8, 2022

JANUS HENDERSON DISTRIBUTORS US LLC

CRD#: 28832

DENVER, CO

Past

March 14, 2003 - October 22, 2004

BNY MELLON SECURITIES CORPORATION

CRD#: 231

NEW YORK, NY

Past

June 17, 1998 - January 13, 2003

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

NEW YORK, NY

Past

October 8, 1996 - February 27, 1998

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

CRD#: 840

BOSTON, MA

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".

INTEGRAS PARTNERS, LLC

CRD#: 172979 / SEC#: 801-80657

RIA

Registered Investment Advisory firm - (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.

Highlighted states indicate IAR registrations

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

State Security Law Exam

IAR

Series 65

Date: 2/14/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/17/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/7/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/7/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

INTEGRAS PARTNERS, LLC

CRD#: 172979 / SEC#: 801-80657

RIA

Registered Investment Advisory firm - (1/2/2015 Approved)

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Contact information

Main Address

3180 North Point Parkway Suite 102, Alpharetta, GA 30005

Mailing Address

Phone number

(404) 941-2800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTEGRAS PARTNERS BROCHURE (2/19/2025)

Regulatory assets under management

Total Number of Accounts	584
AUM (Assets Under Management)	$ 231,952,582

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.

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Advisor Monitoring

Firm Stability Insights

Thomas J. Kozelka

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ADAPT WEALTH ADVISORS, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

JANUS HENDERSON DISTRIBUTORS US LLC

BNY MELLON SECURITIES CORPORATION

BLACKROCK INVESTMENTS, LLC

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

Primary Firm SEC Registration

INTEGRAS PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/14/2023

Series 63

Date: 9/17/1998

SIE

Date: 10/1/2018

Series 7

Date: 7/7/2003

Series 6

Date: 10/7/1996

Current Firm

INTEGRAS PARTNERS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTEGRAS PARTNERS, LLC

TRUST BUT VERIFY

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