Melissa S. Livasy

INTEGRITY FINANCIAL ADVISORS

Grand Rapids, MI 49548

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CRD#: 4881322

Professional summary

Melissa Sue Livasy, who also goes by Melissa Sue Albarez, Melissa Sue Bendt, Missy Livasy, is a registered financial advisor currently at INTEGRITY FINANCIAL ADVISORS, LLC located in Grand Rapids, Michigan.

Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Melissa has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Melissa Sue Albarez | Melissa Sue Bendt | Missy Livasy

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- INTEGRITY FINANCIAL GROUP, LLC; INV-RELATED; 144 44TH ST SW, STE. 2, GRAND RAPIDS, MI 49548; INSURANCE; PRESIDENT/OFFICE MANAGER; START 12/2013; 120 HRS/MO; 120 HRS/MO DURING TRADING; BUSINESS PLANNING, CLIENT SERVICES, ACCOUNTING AND DBA FOR SECURITIES AND ADVISORY SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Sue Livasy'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

November 14, 2017 - Present

INTEGRITY FINANCIAL ADVISORS, LLC

Office #1: 144 44th Street Sw Suite #2, Grand Rapids, MI 49548

RIA

CRD#: 290127

Grand Rapids, MI

Past

January 11, 2017 - November 8, 2017

GRADIENT SECURITIES, LLC

RIA

CRD#: 127701

GRAND RAPIDS, MI

Past

January 11, 2017 - November 8, 2017

GRADIENT SECURITIES, LLC

CRD#: 127701

GRAND RAPIDS, MI

Past

March 16, 2015 - December 31, 2015

GRADIENT SECURITIES, LLC

CRD#: 127701

GRAND RAPIDS, MI

Past

March 13, 2015 - December 31, 2015

GRADIENT SECURITIES, LLC

RIA

CRD#: 127701

GRAND RAPIDS, MI

Past

May 8, 2014 - March 3, 2015

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

GRANDS RAPIDS, MI

Past

June 5, 2012 - December 31, 2013

GRADIENT SECURITIES, LLC

CRD#: 127701

GRAND RAPIDS, MI

Past

September 18, 2006 - August 2, 2010

GLP INVESTMENT SERVICES, LLC

CRD#: 25450

LAKE ODESSA, MI

Past

December 14, 2005 - September 20, 2006

BROOKSTREET SECURITIES CORPORATION

CRD#: 14667

LAKE ODESSA, MI

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

Michigan
(11/14/2017)

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

IAR

Series 65

Date: 4/18/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/27/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/8/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/13/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

INTEGRITY FINANCIAL ADVISORS, LLC

CRD#: 290127 / SEC#:

Michigan

Registered Investment Advisory firm - (10/31/2017 Approved)

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Contact information

Main Address

144 44th Street Sw Suite #2, Grand Rapids, MI 49548

Mailing Address

Phone number

(616) 301-9291

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	465
AUM (Assets Under Management)	$ 52,799,325

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

Melissa S. Livasy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Sue Livasy's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRADIENT SECURITIES, LLC

GRADIENT SECURITIES, LLC

GRADIENT SECURITIES, LLC

GRADIENT SECURITIES, LLC

GRADIENT ADVISORS, LLC

GRADIENT SECURITIES, LLC

GLP INVESTMENT SERVICES, LLC

BROOKSTREET SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 4/18/2014

Series 63

Date: 12/27/2005

SIE

Date: 11/8/2017

Series 6

Date: 12/13/2005

Current Firm

INTEGRITY FINANCIAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTEGRITY FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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