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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 2016-11-01
  • MI RA
    APPROVED
    Since 2016-11-01

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 06/2009 11/2016
Integrated Capital Management, Llc Bloomfield Hills MI 11/2016 Present
Purshe Kaplan Sterling Investments Albany NY 11/2016 Present
  • 06/2009 → 11/2016
    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
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-21
  • S66 Uniform Combined State Law Examination
    2007-06-21
Designations

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