Joel David Harvey
Professional Summary
Joel David Harvey, who also goes by Joel Harvey, is a registered financial advisor currently at INTEGRITY CAPITAL, LLC located in Fort Wayne, Indiana. Joel is registered as a RR (Registered Representative) and started their career in finance in 2025. Joel has worked at 1 firm and has passed the Series 63, Series 6TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Joel Harvey
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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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Years of Experience
2 years in the financial services industry
Current & Past Employments
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Current Firm
ANNEXUS SECURITIES, LLC | INTEGRITY CAPITAL, LLC
Contact Information
Main Address
16767 N. Perimeter Drive Suite 320, Scottsdale, AZ 85260Mailing Address
16767 N. Perimeter Drive Suite 320, Scottsdale, AZ 85260Phone Number
(480) 321-8992Established
Delaware since 08/05/2022Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| INTEGRITY WEALTH, LLC | MEMBER | — |
| BAKER, ANDREA K | PRINCIPAL FINANCIAL OFFICER | 5533991 |
| BAKER, ANDREA K | FINOP | 5533991 |
| BAKER, ANDREA K | CHIEF FINANCIAL OFFICER | 5533991 |
| BAKER, ANDREA K | PRINCIPAL OPERATIONS OFFICER | 5533991 |
| DENHAM, ERIC TODD | PRESIDENT | 1812039 |
| PATTERSON, GINNIE SUZANNE | CHIEF COMPLIANCE OFFICER | 6329958 |
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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.
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State Registrations and Notice Filings
(2/14/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 2024About the Series 6TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Joel David Harvey's CRS (Customer Relationship Summary).
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