Unclaimed Profile

Shawn Mitchell Defoe

INTEGRITY RIA, LLC·LAFAYETTE, Louisiana

Series 6, Series 7, Series 26, Series 63, Series 6518 years registeredINTEGRITY RIA, LLC

221 SOUTHPARK RD SUITE C1, LAFAYETTE, LA 70508CRD# 3121979Firm CRD# 150415

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shawn Mitchell Defoe · LAFAYETTE, LA

Registration

CRD #3121979 · INTEGRITY RIA, LLC · 18 years registered

Brand Profile

Not yet started

Career History

MERIDIAN WEALTH MANAGEMENT, LLC

Nov 2025 – present

INTEGRITY RIA, LLC

Jun 2009 – Dec 2025

LAFAYETTE, LA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Nov 2008 – Apr 2009

LAFAYETTE, LA

FINANCIAL NETWORK INVESTMENT CORPORATION

Aug 2008 – Dec 2008

SACRAMENTO, CA

PENSION PLANNERS SECURITIES, INC.

May 2008 – Aug 2008

BROUSSARD, LA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 26

Series 63

Series 65

Registration record

First registered · May 30, 2008

Years registered · 18

Disclosure History

2018Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

INTEGRITY RIA, LLC

CRD 150415 · SEC 801-120356

AUM

$110M

Regulatory assets under management

Employees

1,840 client accounts

Services offered by INTEGRITY RIA, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at INTEGRITY RIA, LLC →

Introduction

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Frequently Asked Questions

What services does Shawn Mitchell Defoe offer?

Shawn Mitchell Defoe specializes in Investment Management, Fee-Only Advisory. Contact their office in LAFAYETTE, Louisiana for a consultation.

What are Shawn Mitchell Defoe's credentials?

Shawn Mitchell Defoe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shawn Mitchell Defoe located?

Shawn Mitchell Defoe is based in LAFAYETTE, Louisiana, working with INTEGRITY RIA, LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.

How does Shawn Mitchell Defoe charge for services?

Shawn Mitchell Defoe's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTEGRITY RIA, LLC?

INTEGRITY RIA, LLC has approximately 3 employees and manages $110M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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