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Brantley D. Whitley

INTEGRITY ADVISORY SOLUTIONS
Bonaire, GA
Some features on this profile are disabled
CRD#: 4278023
BW

Professional summary

Brantley Dexton Whitley is a registered financial advisor currently at INTEGRITY ADVISORY SOLUTIONS located in Bonaire, Georgia.

Brantley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Brantley has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Brantley Dexton Whitley'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

May 31, 2024 - Present

INTEGRITY ADVISORY SOLUTIONS

RIA
CRD#: 288817
Bonaire, GA
Past

January 16, 2008 - December 31, 2008

SIGNATOR FINANCIAL SERVICES, INC.

RIA
CRD#: 19061
WARNER ROBINS, GA
Past

January 11, 2008 - December 31, 2008

SIGNATOR FINANCIAL SERVICES, INC.

BD
CRD#: 19061
WARNER ROBINS, GA
Past

March 28, 2006 - January 9, 2008

SYNOVUS SECURITIES, INC.

BD
CRD#: 14023
WARNER ROBINS, GA
Past

March 23, 2006 - January 9, 2008

SYNOVUS SECURITIES, INC.

RIA
CRD#: 14023
WARNER ROBINS, GA
Past

January 31, 2006 - March 27, 2006

WHITLEY INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 136232
WARNER ROBINS, GA
Past

July 26, 2005 - December 31, 2005

WHITLEY INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 136232
BYRON, GA
Past

May 26, 2005 - August 1, 2005

SIGNATOR FINANCIAL SERVICES, INC.

RIA
CRD#: 19061
WARNER ROBINS, GA
Past

August 7, 2003 - November 16, 2005

SIGNATOR FINANCIAL SERVICES, INC.

BD
CRD#: 19061
BOSTON, MA
Past

June 12, 2001 - May 17, 2002

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MEMPHIS, TN
Past

October 27, 2000 - June 14, 2001

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

October 27, 2000 - June 14, 2001

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI

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".
IA
INTEGRITY ADVISORY SOLUTIONS
ALLIANCE APETE FINANCIAL | ZLF ADVISORY SERVICES | WISE WEALTH STEWARDSHIP, INC | WEALTH FORMAT SYSTEM | VESTED LEGACY WEALTH MANAGEMENT, LP | TRUSTED ATTORNEY ADVISORS, PLLC | THE RETIREMENT INCOME GROUP | THE BULES GROUP | SURE FIRE FINANCIAL, LLC | SUMMIT WEALTH GROUP | SUMMIT LIFE FINANCIAL, LLC | SILVERLEAF WEALTH MANAGEMENT | SIDDIQI VENTURES, LLC | SETON WEALTH MANAGEMENT, LLC | SCHOMER WEALTH ADVISORS | SAFEGUARD RETIREMENT ADVISORS | S&K PRIVATE WEALTH ADVISORS, LLC | ROBINSON WEALTH | RIDLEY WEALTH, LLC | PRISM ASSET PLANNING, LLC/PRISM FINANCIAL PLANNING | POTTER WEALTH PLANNING, LLC | NWA WEALTH MANAGEMENT, LLC | NOVAK WEALTH ADVISORS | NEYENS WEALTH, LLC | MORRISON MONEY MANAGEMENT, LLC | MORRIS HALL WEALTH | MJB WEALTH MANAGEMENT, INC. | MISSION FOCUSED CAPITAL MANAGEMENT, LLC | MIDWEST INSURANCE GROUP, LLC | LOVATO FINANCIAL, LLC | LK WEALTH, LLC | LEGACY CARE ADVISORS, LLC | LEE LEGACY WEALTH, LLC | KNOTTS FINANCIAL SOLUTIONS, LLC | KHT WEALTH MANAGEMENT, LLC | JK FINANCIAL, LLC | INTEGRITY WEALTH | INTEGRITY ADVISORY SOLUTIONS, LLC | INTEGRITY ADVISORY SOLUTIONS | INCOME FOCUSED ADVISORS, LLC | GCP WEALTH, LLC | FREEDOM FINANCIAL PARTNERS | FEDSMART RETIREMENT | ELEVATE LIFE AGENCY | CONTENTMENT WEALTH, LLC | CLOCK TOWER WEALTH MANAGEMENT, INC. | CAB FINANCIAL,LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT, LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT | BOTT WEALTH MANAGEMENT | BAM | BACM | ASSURANCE FINANCIAL, INC | ARTIS WEALTH MANAGEMENT, LLC | AMIR WEALTH PARTNERS, LLC | AMERICAN ACADEMY WEALTH

CRD#: 288817 / SEC#: 801-123090

RIA
Registered Investment Advisory firm - (1/20/2022 Approved)
Arizona
Registered Investment Advisory firm - (2/8/2022 Terminated)
Florida
Registered Investment Advisory firm - (2/8/2022 Terminated)
Indiana
Registered Investment Advisory firm - (2/9/2022 Terminated)
New Jersey
Registered Investment Advisory firm - (2/8/2022 Terminated)
North Carolina
Registered Investment Advisory firm - (2/10/2022 Terminated)
South Carolina
Registered Investment Advisory firm - (2/9/2022 Terminated)
Texas
Registered Investment Advisory firm - (2/8/2022 Terminated)

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
(6/6/2024)
IAR
Texas
(5/31/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/16/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/4/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/14/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/26/2000
Investment Company Products/Variable Contracts Representative Examination

Current Firm

IA
INTEGRITY ADVISORY SOLUTIONS
ALLIANCE APETE FINANCIAL | ZLF ADVISORY SERVICES | WISE WEALTH STEWARDSHIP, INC | WEALTH FORMAT SYSTEM | VESTED LEGACY WEALTH MANAGEMENT, LP | TRUSTED ATTORNEY ADVISORS, PLLC | THE RETIREMENT INCOME GROUP | THE BULES GROUP | SURE FIRE FINANCIAL, LLC | SUMMIT WEALTH GROUP | SUMMIT LIFE FINANCIAL, LLC | SILVERLEAF WEALTH MANAGEMENT | SIDDIQI VENTURES, LLC | SETON WEALTH MANAGEMENT, LLC | SCHOMER WEALTH ADVISORS | SAFEGUARD RETIREMENT ADVISORS | S&K PRIVATE WEALTH ADVISORS, LLC | ROBINSON WEALTH | RIDLEY WEALTH, LLC | PRISM ASSET PLANNING, LLC/PRISM FINANCIAL PLANNING | POTTER WEALTH PLANNING, LLC | NWA WEALTH MANAGEMENT, LLC | NOVAK WEALTH ADVISORS | NEYENS WEALTH, LLC | MORRISON MONEY MANAGEMENT, LLC | MORRIS HALL WEALTH | MJB WEALTH MANAGEMENT, INC. | MISSION FOCUSED CAPITAL MANAGEMENT, LLC | MIDWEST INSURANCE GROUP, LLC | LOVATO FINANCIAL, LLC | LK WEALTH, LLC | LEGACY CARE ADVISORS, LLC | LEE LEGACY WEALTH, LLC | KNOTTS FINANCIAL SOLUTIONS, LLC | KHT WEALTH MANAGEMENT, LLC | JK FINANCIAL, LLC | INTEGRITY WEALTH | INTEGRITY ADVISORY SOLUTIONS, LLC | INTEGRITY ADVISORY SOLUTIONS | INCOME FOCUSED ADVISORS, LLC | GCP WEALTH, LLC | FREEDOM FINANCIAL PARTNERS | FEDSMART RETIREMENT | ELEVATE LIFE AGENCY | CONTENTMENT WEALTH, LLC | CLOCK TOWER WEALTH MANAGEMENT, INC. | CAB FINANCIAL,LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT, LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT | BOTT WEALTH MANAGEMENT | BAM | BACM | ASSURANCE FINANCIAL, INC | ARTIS WEALTH MANAGEMENT, LLC | AMIR WEALTH PARTNERS, LLC | AMERICAN ACADEMY WEALTH

CRD#: 288817 / SEC#: 801-123090

RIA
Registered Investment Advisory firm - (1/20/2022 Approved)
Arizona
Registered Investment Advisory firm - (2/8/2022 Terminated)
Florida
Registered Investment Advisory firm - (2/8/2022 Terminated)
Indiana
Registered Investment Advisory firm - (2/9/2022 Terminated)
New Jersey
Registered Investment Advisory firm - (2/8/2022 Terminated)
North Carolina
Registered Investment Advisory firm - (2/10/2022 Terminated)
South Carolina
Registered Investment Advisory firm - (2/9/2022 Terminated)
Texas
Registered Investment Advisory firm - (2/8/2022 Terminated)
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Contact information

Main Address
1445 Ross Ave Fl 55, Dallas, TX 75202
Mailing Address
Phone number
(214) 919-2165
Established
Firm type
Fiscal year end
# of Employees
90

SEC notice filing (42 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IAS FORM ADV, PART 2A BROCHURE (9/16/2025)
IAS WRAP BROCHURE (9/16/2025)

Regulatory assets under management

Total Number of Accounts2,709
AUM (Assets Under Management)$ 512,263,824

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 ADVISORY SOLUTIONS

CRD#: 288817Bonaire, GA

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