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ZS

Zachary E. Siegel

INTEGRITY CAPITAL
Fort Wayne, IN 46802
CRD#: 4332801
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ZS
Zachary Elias SiegelINTEGRITY CAPITAL

Professional summary

Zachary Elias Siegel, CFP®, who also goes by Zachary Siegel, is a registered financial professional currently at INTEGRITY CAPITAL, LLC located in Fort Wayne, Indiana.

Zachary is registered as a RR (Registered Representative) and started their career in finance in 2001. Zachary has worked at 4 firms and has passed the Series 63, Series 66, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Zachary Siegel

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 Zachary Elias Siegel's 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

Experience

Current

June 11, 2026 - Present

INTEGRITY CAPITAL, LLC

Office #1: 888 S Harrison St., Suite 900, Fort Wayne, IN 46802
BD
CRD#: 285198
Fort Wayne, IN
Past

August 20, 2012 - March 17, 2014

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
SANTA BARBARA, CA
Past

August 20, 2012 - March 17, 2014

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
SANTA BARBARA, CA
Past

March 27, 2009 - July 3, 2012

OSAIC WEALTH, INC.

RIA
CRD#: 23131
NEW YORK, NY
Past

July 7, 2003 - July 3, 2012

OSAIC WEALTH, INC.

BD
CRD#: 23131
NEW YORK, NY
Past

March 15, 2001 - June 26, 2003

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

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
(6/11/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 5/13/2026
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 3/30/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 5/7/2026
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/23/2026
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/14/2001
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

IC
INTEGRITY CAPITAL, LLC
ANNEXUS SECURITIES, LLC | INTEGRITY CAPITAL, LLC

CRD#: 285198 / SEC#: , 8-69829

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
16767 N. Perimeter Drive Suite 320, Scottsdale, AZ 85260
Mailing Address
16767 N. Perimeter Drive Suite 320, Scottsdale, AZ 85260
Phone number
(480) 321-8992
Established
Delaware since 08/05/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
INTEGRITY WEALTH, LLCMEMBER
DENHAM, ERIC TODDPRESIDENT1812039
GILBREATH, WESLEY BLAKECHIEF FINANCIAL OFFICER7294886
GILBREATH, WESLEY BLAKEFINOP7294886
GILBREATH, WESLEY BLAKEPRINCIPAL FINANCIAL OFFICER7294886
LEPORE, KENNETHPRINCIPAL OPERATIONS OFFICER1356913
LEPORE, KENNETHCCO1356913

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 CAPITAL, LLC

CRD#: 285198Fort Wayne, IN 46802

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