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CF

Charles S. Fox

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CRD#: 6939412
CF

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Charles Stephen Fox, CFP® was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 2018. Charles had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
No

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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Past

April 19, 2018 - April 19, 2021

INTEGRITY WEALTH PARTNERS, LLC

RIA
CRD#: 167314
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".
IW
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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

IW
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)
PREMIUM
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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
2

SEC notice filing (8 States and Territories)

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

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 Accounts536
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.

Company Information

INTEGRITY WEALTH PARTNERS, LLC

CRD#: 167314

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