Clint P. Thomas

INTEGRITY WEALTH SOLUTIONS LLC

Denver, CO 80237

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CRD#: 4310393

Professional summary

Clint Paul Thomas, CFP® is a registered financial advisor currently at INTEGRITY WEALTH SOLUTIONS LLC located in Denver, Colorado.

Clint is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Clint has worked at 6 firms and has passed the Series 63, SIE and Series 7 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.

Colorado health and life insurance producers license

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clint Paul Thomas'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®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

August 30, 2016 - Present

INTEGRITY WEALTH SOLUTIONS LLC

Office #1: 4725 S. Monaco Street Suite 335, Denver, CO 80237

RIA

CRD#: 284862

Denver, CO

Past

December 14, 2012 - July 29, 2016

M. J. SMITH AND ASSOCIATES

RIA

CRD#: 110919

GREENWOOD VILLAGE, CO

Past

October 23, 2012 - December 31, 2012

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

GREENWOOD VILLAGE, CO

Past

October 22, 2012 - August 2, 2016

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

GREENWOOD VILLAGE, CO

Past

August 20, 2012 - October 12, 2012

EDWARD JONES

RIA

CRD#: 250

ST. LOUIS, MO

Past

August 20, 2012 - October 12, 2012

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Past

May 30, 2007 - August 29, 2012

M. J. SMITH AND ASSOCIATES

RIA

CRD#: 110919

GREENWOOD VILLAGE, CO

Past

January 21, 2004 - August 17, 2012

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

GREENWOOD VILLAGE, CO

Past

January 3, 2001 - September 18, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

INTEGRITY WEALTH SOLUTIONS LLC

CRD#: 284862 / SEC#: 801-119760

RIA

Registered Investment Advisory firm - (11/9/2020 Approved)

Colorado

Registered Investment Advisory firm - (11/30/2020 Terminated)

New Mexico

Registered Investment Advisory firm - (12/31/2020 Terminated)

Texas

Registered Investment Advisory firm - (11/11/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Colorado
(8/30/2016)

IAR

Texas
(2/8/2017)

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

Series 63

Date: 7/12/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/2/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/2/2001

General Securities Representative Examination

Current Firm

INTEGRITY WEALTH SOLUTIONS LLC

CRD#: 284862 / SEC#: 801-119760

RIA

Registered Investment Advisory firm - (11/9/2020 Approved)

Colorado

Registered Investment Advisory firm - (11/30/2020 Terminated)

New Mexico

Registered Investment Advisory firm - (12/31/2020 Terminated)

Texas

Registered Investment Advisory firm - (11/11/2020 Terminated)

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Contact information

Main Address

4725 S. Monaco Street Suite 335, Denver, CO 80237

Mailing Address

Phone number

(303) 716-5777

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTEGRITY WEALTH SOLUTIONS - ADV PART 2A AND 2B (6/23/2025)

Regulatory assets under management

Total Number of Accounts	646
AUM (Assets Under Management)	$ 276,561,254

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

Clint P. Thomas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clint Paul Thomas's CRS (Customer Relationship Summary).

Certified licenses

Experience

M. J. SMITH AND ASSOCIATES

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

EDWARD JONES

EDWARD JONES

M. J. SMITH AND ASSOCIATES

RAYMOND JAMES FINANCIAL SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

INTEGRITY WEALTH SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/12/2004

SIE

Date: 8/2/2016

Series 7

Date: 1/2/2001

Current Firm

INTEGRITY WEALTH SOLUTIONS LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTEGRITY WEALTH SOLUTIONS LLC

TRUST BUT VERIFY

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