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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 | 2016-11-01 |
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 | 06/2009 | 11/2016 |
| 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 SUITE 102. BLOOMFIELD HILLS, MI 48304. INVESTMENT ADVISORY. PRINCIPAL, 50% OWNER. START 11/1/2016. 160 HOURS/MONTH, 160 DURING TRADING. PRINCIPAL OWNER, PRIVATE WEALTH ADVISOR. INVESTMENT ADVISORY AND FINANCIAL PLANNING. 2) PKSF INSURANCE SALES. 18 CORPORATE WOODS BLVD. 4TH FLOOR. ALBANY NY 12211. INSURANCE BROKERAGE. INDEPENDENT CONSULTANT. START 11/2016. 10 HOURS/MONTH, 8 DURING TRADING. INSURANCE SALES. 3) FIRST HEARTLAND CORPORATION. INSURANCE SERVICES. 1839 LAKE BLVD. ST LOUIS, MO 63367. LIFE INSURANCE BROKERAGE. INDEPENDENT CONSULTANT. 6/2009. 10 HOURS/MONTH, 10 DURING TRADING. SALES OF INSURANCE PRODUCTS. 4) INSMED INSURANCE AGENCY. DISABILITY INSURANCE SALES. 111 BROOKE ST 3RD FLOOR SCARSDALE, NY 10583. INSURANCE BROKERAGE. INDEPENDENT CONSULTANT. START 1/2015. 10 HOURS/MONTH, 10 HOURS DURING TRADING. DISABILITY INSURANCE SALES. 5) LUCIDO MORRIS AGENCY DISABILITY INSURANCE SALES. 24255 W 13 MILE RD. SUITE 250. BINGHAM FARMS MI 48025. BROKERAGE OF DI INSURANCE. INDEPENDENT CONSULTANT. START 1/2013. 10 HOURS/MONTH, 10 DURING TRADING. DISABILITY INSURANCE SALES. 6) MICHIGAN STATE UNIVERSITY. NOT INVESTMENT RELATED 811 W. SQUARE LAKE RD. TROY MI 48098. EDUCATION. BROAD EXECUTIVE BOARD MEMBER. START 9/2014. 2 HOURS/MONTH, 1 DURING TRADING. BOARD MEMBER TO SETUP ANNUAL MEETING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-21 |
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