TS
Theodore M. Steelman
INTEGRITY FINANCIAL
Bozeman, MT 59715
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CRD#: 7084236
TS
Professional summary
Theodore Michael Steelman, who also goes by Theodore M Steelman, Theodore Steelman, is a registered financial advisor currently at INTEGRITY FINANCIAL CORPORATION located in Bozeman, Montana.
Theodore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Theodore has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Theodore M Steelman | Theodore Steelman
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.
I*1038244 For profit or not for profit: Entity For Profit Name of outside business organization: DoorDash Inc. Investment related: N Address of business: San Francisco, California, 94103 Nature of business: ["Corporation"] Position, title, association: ["Consultant/Independent Contractor"], Start date of relationship: 10/17/2022 Number of hours devoted: 10 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , The purpose of this role is to work evenings or weekends to deliver food in a part-time setting. This is a delivery service to supplement income outside of normal business hours.
CRS (Client Relationship Summary) - RIA
Click below to view Theodore Michael Steelman'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
November 13, 2023 - Present
INTEGRITY FINANCIAL CORPORATION
Office #1: 5 W. Mendenhall, Ste. 202, Bozeman, MT 59715RIA
CRD#: 137125
Bozeman, MT
Past
November 12, 2021 - May 30, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
KISSIMMEE, FL
Past
October 7, 2021 - May 30, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
KISSIMMEE, FL
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".
IF
INTEGRITY FINANCIAL CORPORATION
INTEGRITY FINANCIAL CORPORATION
CRD#: 137125 / SEC#: 801-107275
RIA
Registered Investment Advisory firm - (2/16/2016 Approved)California
Registered Investment Advisory firm - (3/18/2016 Terminated)Florida
Registered Investment Advisory firm - (2/17/2016 Terminated)Oregon
Registered Investment Advisory firm - (2/17/2016 Terminated)South Carolina
Registered Investment Advisory firm - (2/17/2016 Terminated)Washington
Registered Investment Advisory firm - (3/17/2016 Terminated)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(9/25/2025)
IAR
Montana(11/13/2023)
IAR
Wyoming(11/13/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/7/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
IF
INTEGRITY FINANCIAL CORPORATION
INTEGRITY FINANCIAL CORPORATION
CRD#: 137125 / SEC#: 801-107275
RIA
Registered Investment Advisory firm - (2/16/2016 Approved)California
Registered Investment Advisory firm - (3/18/2016 Terminated)Florida
Registered Investment Advisory firm - (2/17/2016 Terminated)Oregon
Registered Investment Advisory firm - (2/17/2016 Terminated)South Carolina
Registered Investment Advisory firm - (2/17/2016 Terminated)Washington
Registered Investment Advisory firm - (3/17/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
680 S. Cache St. Suite 100 - 7403, Jackson, WY 83001
Mailing Address
24955 Pacific Coast Highway Suite B202, Malibu, CA 90265
Phone number
(800) 794-4015
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,825 |
| AUM (Assets Under Management) | $ 680,078,217 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INTEGRITY FINANCIAL CORPORATION
CRD#: 137125Bozeman, MT 59715TRUST BUT VERIFY
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