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PK

Paul J. Kingsman

INTEGRITY CAPITAL
Fort Wayne, IN 46802
Some features on this profile are disabled
CRD#: 4369761
PK

Professional summary

Paul James Kingsman, who also goes by Paul James Kingsman, is a registered financial professional currently at INTEGRITY CAPITAL, LLC located in Fort Wayne, Indiana.

Paul is registered as a RR (Registered Representative) and started their career in finance in 2001. Paul has worked at 8 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 31 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Paul James Kingsman

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.
1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 05/01/2023 2. PAUL KINGSMAN AND ASSOCIATES, LLC, 6 Meadowdale Lane, Greer SC 29651, United States, 04/25/2023, Speaker, Consulting/Coaching, NIR, 4 HR/MO - 4 HR/MO TRADING

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Paul James Kingsman'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®
None

Experience

Current

January 31, 2025 - Present

INTEGRITY CAPITAL, LLC

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

October 24, 2023 - January 31, 2025

FIRST PALLADIUM, LLC

BD
CRD#: 289822
FORT WAYNE, IN
Past

May 1, 2023 - August 29, 2023

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Mauldin, SC
Past

May 1, 2023 - August 29, 2023

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Mauldin, SC
Past

March 9, 2021 - March 3, 2023

FIRST PALLADIUM, LLC

BD
CRD#: 289822
FORT WAYNE, IN
Past

June 18, 2019 - October 16, 2020

THE FIDUCIARY ALLIANCE

RIA
CRD#: 284924
GREENVILLE, SC
Past

March 1, 2018 - July 5, 2019

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Taylors, SC
Past

March 1, 2018 - July 5, 2019

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Rochester, NY
Past

September 21, 2012 - April 5, 2016

WESTHILL FINANCIAL ADVISORS, INC.

RIA
CRD#: 152506
SAN RAFAEL, CA
Past

June 8, 2012 - April 11, 2016

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
SAN RAFAEL, CA
Past

November 17, 2003 - June 28, 2004

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
SAN ANSELMO, CA
Past

November 17, 2003 - June 28, 2004

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SAN FRANCISCO, CA
Past

March 4, 2002 - November 5, 2003

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
SAN RAFAEL, CA
Past

May 3, 2001 - November 5, 2003

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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
South Carolina
(2/21/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/18/2023
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 8/23/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/20/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/7/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 31
Date: 6/14/2001
Futures Managed Funds 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)

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

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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