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Current Employers
Integrated Capital Management

21 E. Long Lake Road Suite 102, Bloomfield Hills, MI 48304 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-05-20
TX RA APPROVED_RES 2017-04-18
  • MI RA
    APPROVED
    Since 2025-05-20
  • TX RA
    APPROVED_RES
    Since 2017-04-18

Branch Locations

21 E. Long Lake Road Suite 102, Bloomfield Hills, MI 48304 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Heartland Capital Inc Lake St .LOuis MO 11/2008 10/2016
Integrated Capital Management, Llc Bloomfield Hills MI 11/2016 Present
Purshe Kaplan Sterling Investments Albany NY 11/2016 Present
  • 11/2008 → 10/2016
    First Heartland Capital Inc
    Lake St .LOuis, MO
  • 11/2016 → Present
    Integrated Capital Management, Llc
    Bloomfield Hills, MI
  • 11/2016 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
  • 2008-11-19 → 2016-10-31
    Bloomfield Hills, MI
    Novi, MI
    Bloomfield Hills, MI
  • 2005-07-15 → 2008-11-18
    Osaic Fa, Inc.
    Southfield, MI
    Southfield, MI
Other Businesses

1. INTEGRATED CAPITAL MANAGEMENT-INVESTMENT RELATED, RIA - 21 E. LONG LAKE RD., STE 102, BLOOMFIELD HILLS, MI 48304-INVESTMENT ADVISORY-PRINCIPAL 50% OWNER. START 11/2016-160 HRS/MTH-100% DURING TRADING HRS-PRINCIPAL ADVISOR, CERTIFIED FINANCIAL PLANNER, INVESTMENT ADVISORY AND FINANCIAL PLANNING. 2. INSURANCE-INSURANCE SALES-NON-INVESTMENT RELATED, 21 E. LONG LAKE ROAD, SUITE 102, BLOOMFIELD HILLS, MICHIGAN 48304, INSURANCE AGENT-11/2016 TO PRESENT-10 HRS/MTH-8 DURING TRADING HRS-INSURANCE SALES 3. FIRST HEARTLAND CORPORATION-INSURANCE SERVICES-1839 LAKE ST. LOUIS BLVD., LAKE ST. LOUIS, MO 63367-LIFE INSURANCE BROKERAGE-INDEPENDENT CONSULTANT-8/2008-4 HRS/MTH-100% DURING TRADING HRS-SALE OF INSURANCE PRODUCTS 4. INS MED INSURANCE AGENCY-NOT INVESTMENT RELATED-111 BROOKE ST., 3RD FLOOR, SCARSDALE, NY 10583-INSURANCE BROKERAGE-INDEPENDENT CONSULTANT-1/2015-10 HRS/MTH-100% DURING TRADING HRS-DISABILITY INSURANCE SALES 5. LUCIDO MORRIS AGENCY-DISABILITY INSURANCE SALES- 24255 W. 13 MILE RD., STE 250, BINGHAM FARMS, MI 48025-INSURANCE BROKERAGE-INDEPENDENT CONSULTANT-1/2013-10 HRS/MTH-6 RS DURING TRADING HRS-DISABILITY INSURANCE SALES. 6. MICHIGAN STATE UNIVERSITY-NOT INVESTMENT RELATED-ENGINEERING BLVD (428 S SHAW LN), EAST LANSING, MI 48824-EDUCATION- AES BOARD MEMBER-3/2010-1 HR/MTH-0 DURING TRADING HRS-WORKING WITH THE COLLEGE AND THE STUDENTS TO IMPROVE THE PROGRAM. 7. OLDER PERSON'S COMMISSION-NOT INVESTMENT RELATED-650 LETICA DR., ROCHESTER, MI 48307- ACTIVITY CENTER FOR RESIDENTS ABOVE THE AGE OF 50-FINANCIAL PRESENTER-5/2012-2 HRS/MTH-100% DURING TRADING HRS-MONTHLY PRESENTATIONS COVERING A VARIETY OF FINANCIALLY RELATED TOPICS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-10-26
  • S63 Uniform Securities Agent State Law Examination
    2000-10-26
Designations

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