William Frederick Wadsworth

Current Employers

Its Asset Management, L.P.

565 Washington Avenue Suite 7, North Haven, CT 06473 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-12-23
CT	RA	APPROVED	2021-11-02

FL RA
APPROVED

Since 2025-12-23
CT RA
APPROVED

Since 2021-11-02

Branch Locations

565 Washington Avenue Suite 7, North Haven, CT 06473 • United States

Lighthouse Point, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wadsworth Investment Co., Inc.	Wallingford	CT	10/1996	12/2016
Wadsworth Investment Co., Inc.	Wallingford	CT	04/2012	12/2016
Pts Asset Management	North Haven	CT	09/2011	10/2021
Wadsworth Investment Co., Inc.	North Haven	CT	03/2015	12/2016
Pts Asset Management	North Haven	CT	03/2015	10/2021
Integrated Financial Planning Services	Heidelberg		12/2016	Present
Its Asset Management	Washington	PA	11/2021	Present

10/1996 → 12/2016

Wadsworth Investment Co., Inc.

Wallingford, CT
04/2012 → 12/2016

Wadsworth Investment Co., Inc.

Wallingford, CT
09/2011 → 10/2021

Pts Asset Management

North Haven, CT
03/2015 → 12/2016

Wadsworth Investment Co., Inc.

North Haven, CT
03/2015 → 10/2021

Pts Asset Management

North Haven, CT
12/2016 → Present

Integrated Financial Planning Services

Heidelberg
11/2021 → Present

Its Asset Management

Washington, PA

Previous Registrations

2011-10-14 → 2021-10-28

Pts Asset Management

North Haven, CT

Other Businesses

1.) Wadsworth Family LLC; Non-Investment Related; PO Box 4165 CT; LLC; Partner; Start Date: 1996; 16 hours devoted monthly; 0 hours devoted during trading hours; Various Duties 2.) Wadsworth Family Foundation; Non-Investment Related; Trustee; Start Date: 2016; less than 8 hours devoted monthly; 0 hours devoted during trading hours; Review Donation requests for the foundation 3.) Integrated Financial Planning Services; Investment-Related; 301 N. Juniata St. P.O. Box 336 Havre de Grace, MD 21078; Broker Dealer; Registered Representative; Start Date: 12/2016; Approx. 16 hours devoted monthly; 16 hours devoted monthly during trading hours; Servicing Clients

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-12-31
S63	Uniform Securities Agent State Law Examination	1992-01-09

S65 Uniform Investment Adviser Law Examination

2009-12-31
S63 Uniform Securities Agent State Law Examination

1992-01-09

Other Names

William Frederick Wadworth
William F Wadsworth

View on SEC IAPD