Daniel S. Doolittle

INTEGRITAS WEALTH MANAGEMENT

Carbondale, IL 62901

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CRD#: 7280029

Professional summary

Daniel Stephen Doolittle is a registered financial advisor currently at INTEGRITAS WEALTH MANAGEMENT located in Carbondale, Illinois.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Daniel has worked at 1 firm and has passed the Series 65 exam.

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.

Integritas Emergency Physician Services and subsidiary LLC's; providing professional medical staffing services to southern Illinois hospitals, Owner/Founder/CEO; 2013 to current. Address 2250 N. Illinois Ave, Carbondale, IL 62901. Not investment related; 160 hours/month devoted to this business, including M-F 8-5; running and managing the company.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Stephen Doolittle'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®

None

Experience

Current

October 1, 2020 - Present

INTEGRITAS WEALTH MANAGEMENT

Office #1: 2250 N. Illinois Avenue Member, Carbondale, IL 62901

RIA

CRD#: 310193

Carbondale, IL

Past

October 1, 2020 - December 31, 2023

INTEGRITAS WEALTH MANAGEMENT

RIA

CRD#: 310193

CARBONDALE, IL

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

Illinois
(10/1/2020)

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Exams

State Security Law Exam

IAR

Series 65

Date: 8/27/2020

Uniform Investment Adviser Law Examination

Current Firm

INTEGRITAS WEALTH MANAGEMENT

INTEGRITAS WEALTH MANAGEMENT | INTEGRITAS WEALTH MANAGEMENT LLC

CRD#: 310193 / SEC#:

Illinois

Registered Investment Advisory firm - (10/1/2020 Approved)

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Contact information

Main Address

2250 N. Illinois Avenue Member, Carbondale, IL 62901

Mailing Address

Phone number

(618) 833-1691

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Daniel S. Doolittle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Stephen Doolittle's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITAS WEALTH MANAGEMENT

INTEGRITAS WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 8/27/2020

Current Firm

INTEGRITAS WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

INTEGRITAS WEALTH MANAGEMENT

TRUST BUT VERIFY

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