Robert W. Cheatham

INTEGRITY WEALTH ADVISORS

VENTURA, CA 93001

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CRD#: 5040406

Professional summary

Robert Williams Cheatham is a registered financial advisor currently at INTEGRITY WEALTH ADVISORS, LLC located in Ventura, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Robert has worked at 5 firms and has passed the Series 66, 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Williams Cheatham'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

February 25, 2020 - Present

INTEGRITY WEALTH ADVISORS, LLC

Office #1: 196 S. Fir St. Suite 140, Ventura, CA 93001

RIA

CRD#: 281708

VENTURA, CA

Past

April 15, 2020 - September 6, 2022

LPL FINANCIAL LLC

CRD#: 6413

VENTURA, CA

Past

March 25, 2017 - February 5, 2020

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

VENTURA, CA

Past

March 25, 2017 - February 5, 2020

MML INVESTORS SERVICES, LLC

CRD#: 10409

VENTURA, CA

Past

November 12, 2009 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

VENTURA, CA

Past

July 7, 2009 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

VENTURA, CA

Past

March 13, 2006 - January 22, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

OXNARD, CA

Past

February 2, 2006 - January 22, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

OXNARD, CA

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 ADVISORS, LLC

CRD#: 281708 / SEC#: 801-113205

RIA

Registered Investment Advisory firm - (5/14/2018 Approved)

California

Registered Investment Advisory firm - (6/17/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/18/2018 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

California
(2/25/2020)

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 66

Date: 3/10/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/1/2006

General Securities Representative Examination

Current Firm

INTEGRITY WEALTH ADVISORS, LLC

CRD#: 281708 / SEC#: 801-113205

RIA

Registered Investment Advisory firm - (5/14/2018 Approved)

California

Registered Investment Advisory firm - (6/17/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/18/2018 Terminated)

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Contact information

Main Address

196 S. Fir St. Suite 140, Ventura, CA 93001

Mailing Address

Phone number

(805) 339-0760

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IWA ADV PART 2A 2025 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,269
AUM (Assets Under Management)	$ 274,915,294

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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Robert W. Cheatham

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Williams Cheatham's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

INTEGRITY WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/10/2006

SIE

Date: 10/1/2018

Series 7

Date: 2/1/2006

Current Firm

INTEGRITY WEALTH ADVISORS, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTEGRITY WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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