MB
Marquay J. Baul
INTEGRA PRIVATE WEALTH MANAGEMENT
Mckinney, TX 75070
Some features on this profile are disabled
CRD#: 5135810
MB
Professional summary
Marquay Jovon Baul is a registered financial advisor currently at INTEGRA PRIVATE WEALTH MANAGEMENT, LLC located in Mckinney, Texas.
Marquay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Marquay has worked at 3 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.
1) INTEGRA MANAGEMENT GROUP, LOCATED AT 3340 E. 30TH PL N., TULSA, OK 74115. THIS IS NOT AN INVESTMENT RELATED BUSINESS AND BEGAN 11/05/2007. I AM THE OWNER OF THIS BUSINESS, SPENDING 64 HRS/MONTH, NONE DURING TRADING HOURS. THIS BUSINESS PROVIDES BUSINESS MANAGEMENT, BUSINESS CONSULTING, SPEAKING ENGAGEMENTS, AND WORKSHOPS. 2) CHURCH WITHOUT WALLS, CHURCH BUSINESS ADMINISTRATOR. NOT INVESTMENT RELATED. STARTED OCTOBER 2010. 1120 E. PINE ST., TULSA, OK 74106. 1-2 HOURS/MONTH, NONE DURING TRADING HOURS. 3) VISION IN PROGRESS MINISTRIES (MENTORING AGENCY). NON-PROFIT AND NOT INVESTMENT RELATED. STARTED IN AUGUST 2005 IN TULSA, OK. SERVICE AS VICE PRESIDENT AND MENTOR. 1-2 HOURS/MONTH, NONE DURING TRADING HOURS. 4) INSURANCE AGENT. INVESTMENT-RELATED. 16 HOURS/MONTH DURING TRADING HOURS. 5) CHRIS CARES FOUNDATION INC, TREASURER, NOT INVESTMENT RELATED 6) ALZHEIMER'S DIVERSITY OUTREACH SERVICES INCORPORATED, BOARD CHAIR, NOT INVESTMENT RELATED
CRS (Client Relationship Summary) - RIA
Click below to view Marquay Jovon Baul'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®
NoneExperience
Current
December 19, 2022 - Present
INTEGRA PRIVATE WEALTH MANAGEMENT, LLC
Office #1: 5900 S. Lake Forest Dr. Suite 300, Mckinney, TX 75070Office #2: 321 S Boston Ave Suite 300, Tulsa, OK 74103RIA
CRD#: 323816
Mckinney, TX
Past
March 18, 2019 - September 10, 2024
SOWELL MANAGEMENT
RIA
CRD#: 127145
Tulsa, OK
Past
June 2, 2006 - March 19, 2019
ARVEST WEALTH MANAGEMENT
RIA
CRD#: 42057
TULSA, OK
Past
May 12, 2006 - March 19, 2019
ARVEST WEALTH MANAGEMENT
BD
CRD#: 42057
TULSA, OK
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
Florida(4/17/2023)
IAR
Georgia(3/6/2023)
IAR
Oklahoma(12/19/2022)
IAR
Texas(2/27/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IP
INTEGRA PRIVATE WEALTH MANAGEMENT, LLC
INTEGRA PRIVATE WEALTH MANAGEMENT, LLC
CRD#: 323816 / SEC#:
Florida
Registered Investment Advisory firm - (4/17/2023 Approved)Georgia
Registered Investment Advisory firm - (3/6/2023 Approved)Oklahoma
Registered Investment Advisory firm - (12/19/2022 Approved)Texas
Registered Investment Advisory firm - (2/27/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
321 S. Boston Ave Suite 300, Tulsa, OK 74103
Mailing Address
1611 S. Utica Ave #289, Tulsa, OK 74104
Phone number
(918) 984-9203
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 20 |
| AUM (Assets Under Management) | $ 33,110,997 |
Red Flags
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