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1212 Pearl Street Suite 200, Boulder, CO 80302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-09 |
Branch Locations
1212 Pearl Street Suite 200, Boulder, CO 80302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Boulder | CO | 07/2009 | 10/2025 |
| Raymond James Financial Services Advisors, Inc. | Boulder | CO | 07/2009 | 10/2025 |
| Integrated Capital Management | Boulder | CO | 07/2009 | Present |
| Broadview Wealth Partners, Llc | Boulder | CO | 10/2025 | Present |
(1)Name of Business: Integrated Capital Management Address: 1212 Pearl St Ste 200, Boulder, CO, 80302, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/27/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: support company for duties related to Broadview Wealth Partners, LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-24 |
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