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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-02 |
| CA | RA | APPROVED | 2023-02-01 |
Branch Locations
200 West Roseburg Suite B2, Modesto, CA 95350 • United States
5 River Park Place West Suite 205, Fresno, CA 93720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Fresno | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fresno | CA | 11/2016 | 06/2021 |
| M. S. Howells & Co | Scottsdale | AZ | 06/2021 | 05/2024 |
| Strong Valley Wealth & Pension | Fresno | CA | 06/2021 | Present |
| Laurel Wealth Advisors, Inc. | Solana Beach | CA | 06/2021 | 03/2023 |
| Integrated Wealth Concepts, Llc | Waltham | MA | 02/2023 | Present |
1. JAN 2018; FRESNO/MADERA YOUTH FOR CHRIST, FRESNO, CA; NON INVESTMENT RELATED; BOARD TREASURER; ATTEND MEETINGS, REVIEW FINANCIAL REPORTS AND VOTE ON BOARD POLICIES/REPORTS; DEVOTE 1 HR/MONTH DURING NON MARKET HOURS. 2. AUG 2018; RIVER PARK LITTLE LEAGUE, FRESNO, CA; NON INVESTMENT RELATED; YOUTH BASEBALL, BOARD MEMBER, ATTEND MEETINGS, VOTE ON PROPOSALS; DEVOTE 2 HRS/MONTH DURING NON MARKET HOURS. 3. JUNE 2021; STRONG VALLEY WEALTH & PENSION, FRESNO, CA; INVESTMENT RELATED; MANAGING PRINCIPAL, FINANCIAL & INSURANCE SALES/SERVICES; DEVOTES 160 HRS/MONTH DURING MARKET HOURS. 4. INTEGRATED WEALTH CONCEPTS, LLC; DBA: STRONG VALLEY WEALTH & PENSION, LLC; Investment- RELATED-YES; 5 River Park Place W, Ste 205 Fresno, CA 93720; NATURE- RIA; POSITION/TITLE- ADVISOR; START DATE-02/01/2023; APPROXIMATELY 160 HOURS PER MONTH, 130 HOURS DURING TRADING HOURS; DESCRIPTION- IA AND RIA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-14 |
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