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Current Employers
Intentional Wealth Partners

7017 Pearl Rd Suite 12, Cleveland, OH 44130 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-01-10
TX RA APPROVED 2024-01-10
  • OH RA
    APPROVED
    Since 2024-01-10
  • TX RA
    APPROVED
    Since 2024-01-10

Branch Locations

7017 Pearl Rd Suite 12, Cleveland, OH 44130 • United States

1095 Evergreen Circle Suite 200, The Woodlands, TX 77380 • 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
Divorce Strategies Group The Woodlands TX 04/2014 Present
Voya Financial Advisors, Inc. The Woodlands TX 01/2015 11/2016
Belpointe Asset Management, Llc Reno NV 11/2016 10/2022
Engrave Wealth Partners, Llc The Woodlands TX 10/2022 01/2024
Great Lakes Investment Mgmt, Llc Dba Intentional Wealth Partners The Woodlands TX 01/2024 Present
  • 04/2014 → Present
    Divorce Strategies Group
    The Woodlands, TX
  • 01/2015 → 11/2016
    The Woodlands, TX
  • 11/2016 → 10/2022
    Reno, NV
  • 10/2022 → 01/2024
    Engrave Wealth Partners, Llc
    The Woodlands, TX
  • 01/2024 → Present
    Great Lakes Investment Mgmt, Llc Dba Intentional Wealth Partners
    The Woodlands, TX
Previous Registrations
  • 2022-10-11 → 2024-03-26
    Engrave Wealth Partners, Llc
    The Woodlands, TX
  • 2016-11-23 → 2022-10-07
    The Woodlands, TX
    Reno, NV
  • 2015-02-02 → 2016-11-17
    The Woodlands, TX
    Spring, TX
    Norman, OK
  • 2004-06-09 → 2011-02-24
    Lincoln Financial Distributors, Inc.
    The Woodlands, TX
    Radnor, PA
    Tulsa, OK
    Altadena, CA
Other Businesses

1) Vanbridge, an EPIC Company Insurance Services. Investment related. 1/2024. 10 hours per month 12245 Stratford Dr. Clive, IA 50325 800-275-8622 2) Divorce Strategies Group Non investment related. 1095 Evergreen Cir suite 200, The Woodlands, TX 77380. Divorce mediation, financial education, divorce financial advisor consulting 5 hours per month during trading hours 3) SHFD Forensics, DBA under Divorce Strategies Group. non investment related. 1095 Evergreen Circle, Suite 200 The Woodlands, TX 77380. forensic accounting services, business valuation, financial expert work - owner. 4/2014. 4 hours per month during trading hours 4) DSG Forensics & Valuation services no longer - if you need to add that, go ahead. I do not use the name nor do any services under this name. It is a DBA under DSG. No longer used. 0 hours same evergreen circle address

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-03-31
S63 Uniform Securities Agent State Law Examination 1997-12-31
  • S66 Uniform Combined State Law Examination
    2003-03-31
  • S63 Uniform Securities Agent State Law Examination
    1997-12-31
Other Names
  • Denise Elen Primeau
  • Denise Primeau Skolaut
  • Denise Primeau
  • Denise Greene
  • Denise Greene French

View on SEC IAPD

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