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21 E. Long Lake Road Suite 102, Bloomfield Hills, MI 48304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-20 |
| TX | RA | APPROVED_RES | 2017-04-18 |
Branch Locations
21 E. Long Lake Road Suite 102, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-10-26 |
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