HISTORY OF INTEGRITY CAPITAL LLC
The Integrity Capital Group was formed in 2002 while the principals were working at Merrill Lynch in San Francisco. In November of 2004, after carefully evaluating several independent brokerage firms and other major Wall-Street firms, they chose to affiliate with LPL Financial and Integrity Capital LLC was born.

ABOUT LPL FINANCIAL
LPL Financial is the largest of the independent brokerage firms and provides us with a super-structure of relationships with investment companies. We have access to stocks, bonds, mutual funds, hedge funds and other strategic investments from different firms across Wall Street, as well as a broad universe of investment managers from across the country. LPL Financial has a world class trading desk that processes over 5 million trades annually and they provide custodian services for all Integrity Capital client assets.

LPL Financial has been the number one independent broker dealer in the nation for 12 consecutive years* and has over $165 billion in assets under management, more that $1.7 billion in annual revenues and over 1 million private clients. LPL Financial was formed in 1989 through the merger of two small but successful brokerage firms, Linsco (established 1968) and Private Ledger (founded 1973.)

BRANDON SIMMONS

Brandon is the founder and managing director of Integrity Capital LLC. He was previously a Vice President at Merrill Lynch, and was part of the inaugural class of MBA Advisors hired by the firm in 1998. He received his MBA at the University of Edinburgh, Scotland with a specialization in Finance and Technology. Prior to graduate school, Mr. Simmons was a manager with Andersen Consulting (now Accenture) in the Communications and Technology industry groups. This experience brings him an analytical background that resonates with Silicon Valley clients.

Mr. Simmons is married and lives in Menlo Park, CA with his wife Victoria. He is an amateur triathlete and has completed the Escape From Alcatraz and Florida Ironman triathlons. He was a backup quarterback at the University of Arkansas, where he graduated Magna Cum Laude in Administrative Management. Mr. Simmons participated in two conference championship seasons at Arkansas and went to the Cotton Bowl both years. Brandon is a volunteer golf coach for the East Palo Alto YMCA golf program.

Brandon manages client relationships and sets investment policy for the firm. His analytical models aid in the selection of investment managers and the organization of client portfolios. His extensive experience in trading, hedging and alternative investments is a great asset to the firm.

Brandon Simmons is a registered principal with and securities are offered through LPL Financial Member FINRA/SIPC CA Insurance # 0C96818.

braden soper

Braden graduated Summa Cum Laude from the Honors Mathematics program at the University of California, Los Angeles. He manages new client acquisition and marketing efforts for the firm and assists in preparing client reviews.

While at UCLA Braden was also a member of the Jazz Studies program where he performed in numerous ensembles. He is an avid traveler and has lived in both Europe and Asia. He currently resides in San Francisco.

Jennifer Morrison

Jenny began her career in financial services in 1998 with E*Trade Financial. She has also received certification and worked as an x-ray technician and dental assistant. Jenny performs administrative duties and helps maintain client relationships for Integrity Capital.

Jenny grew up in upstate New York and now resides in Redwood City. She is married with two children and enjoys reading, running, dancing, attending her children’s extracurricular activities and bicycle riding with her family.

ESTHER LEE

Esther has worked in the financial services industry since 2000. She began working with the Integrity Capital Team in 2003 while they were still at Merrill Lynch and came along with the team as they formed Integrity Capital LLC and moved to the independent platform. Prior to that she worked at Morgan Stanley and for various other teams at Merrill Lynch. She studied nutrition at the University of California, Davis.

Esther performs office administration and client relationship duties for Integrity Capital and is a key asset and point of contact for the firm.

Esther grew up in San Francisco and now resides in Menlo Park. She enjoys baking for friends and playing with her three nephews.

Kelsey Curry

Kelsey studied Finance at Santa Clara University. She coordinates marketing efforts and writes our quarterly Capital Windows publication. Kelsey was a member of The Entrepreneurship Program at Santa Clara and enjoys cooking and travel.

Jennifer Gore

Jennifer studied Economics and Finance at Santa Clara University. She performs portfolio analysis and does due diligence and performance monitoring on our investment managers. Jennifer has volunteered as an English as a second language (ESL) tutor and studied abroad in Buenos Aires , Argentina.

Kasra Saidi

Kasra studied business marketing at the University of Colorado, Boulder. He assists with technology issues and maintains our marketing database. Kasra enjoys San Francisco Giant’s baseball, playing basketball and snowboarding.

Victoria Simmons

Victoria studied Psychology and French at The American University of Paris and Loyola Marymount University. She is currently pursuing her Masters degree in Counseling Psychology at the University of San Francisco and is a Marriage and Family Therapy intern working toward licensure.

Victoria heads up our Family Wealth Education and Consulting practice offering guidance and advice to families about raising kids in a wealthy environment. She enjoys live music, all things French, and traveling internationally. Victoria is married to our Managing Director, Brandon Simmons and lives in Menlo Park, CA.