B. R. Brose

INTEGRITY WEALTH PARTNERS

Walnut Creek, CA 94596

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CRD#: 5517793

Professional summary

B. Ryder Brose is a registered financial advisor currently at INTEGRITY WEALTH PARTNERS, LLC located in Walnut Creek, California.

B. is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. B. has worked at 2 firms and has passed the Series 66 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.) Bromari, LLC; Managing Partner; Start Date: January 2025; 1320 Mt. Diablo Blvd. Suite 200 Walnut Creek, CA 94596

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view B. Ryder Brose'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

April 19, 2013 - Present

INTEGRITY WEALTH PARTNERS, LLC

Office #1: 1320 Mt. Diablo Blvd. Suite 200, Walnut Creek, CA 94596

RIA

CRD#: 167314

Walnut Creek, CA

Past

June 27, 2008 - June 6, 2013

LPL FINANCIAL LLC

RIA

CRD#: 6413

WALNUT CREEK, CA

Past

June 4, 2008 - June 6, 2013

LPL FINANCIAL LLC

CRD#: 6413

WALNUT CREEK, 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 PARTNERS, LLC

BAKER, BROSE & MITSUTOME WEALTH MANAGEMENT LLC | INTEGRITY WEALTH PARTNERS, LLC | BAKER, BROSE & MITSUTOME WEALTH MANAGEMENT, LLC

CRD#: 167314 / SEC#: 801-77910

RIA

Registered Investment Advisory firm - (4/19/2013 Approved)

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
(4/19/2013)

IAR

Louisiana
(6/11/2013)

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: 6/25/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 6/2/2008

General Securities Representative Examination

Current Firm

INTEGRITY WEALTH PARTNERS, LLC

BAKER, BROSE & MITSUTOME WEALTH MANAGEMENT LLC | INTEGRITY WEALTH PARTNERS, LLC | BAKER, BROSE & MITSUTOME WEALTH MANAGEMENT, LLC

CRD#: 167314 / SEC#: 801-77910

RIA

Registered Investment Advisory firm - (4/19/2013 Approved)

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Contact information

Main Address

1320 Mt. Diablo Blvd. Suite 200, Walnut Creek, CA 94596

Mailing Address

Phone number

(925) 300-3222

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A | FIRM BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	536
AUM (Assets Under Management)	$ 171,057,868

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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B. R. Brose

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view B. Ryder Brose's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY WEALTH PARTNERS, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

INTEGRITY WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/25/2008

Series 7

Date: 6/2/2008

Current Firm

INTEGRITY WEALTH PARTNERS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTEGRITY WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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