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Office: 301-251-1005

Mobile: 571-771-2115

Mobile: 301-450-8655

6550 Rock Spring Drive

Suite 535

Bethesda, MD 20817

samantha@integrigenwealth.com

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LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Click below link to access the Private Advisor Group Form CRS

LINK: https://www.privateadvisorgroup.com/disclosure-documents/

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and IntegriGen Wealth Management are separate entities from LPL Financial.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states:

Samantha: CA, CO, CT, DC, DE, FL, ID, IL, MA, MD, MN, NJ, NY, OH, OR, PA, TX, VA, WV

California Insurance License#4216178

Brad: CA, CO, CT, DC, DE, FL, ID, IL, MA, MD, MN, NH, NJ, NY, OH, PA, SC, TN, VA, WV

California Insurance License# 4216216