Ian Tacher

Current Employers

Integra Wealth

Coconut Grove, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2023-11-13

FL RA
APPROVED

Since 2023-11-13

Branch Locations

Coconut Grove, FL • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Aventura	FL	01/2008	04/2021
Bank Of America, Na	Aventura	FL	09/2009	04/2021
Nwam, Llc Dba Northwest Asset Management	Mercer Island	WA	04/2021	03/2024
Integra Wealth	Coconut Grove	FL	03/2024	Present

01/2008 → 04/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Aventura, FL
09/2009 → 04/2021

Bank Of America, Na

Aventura, FL
04/2021 → 03/2024

Nwam, Llc Dba Northwest Asset Management

Mercer Island, WA
03/2024 → Present

Integra Wealth

Coconut Grove, FL

Previous Registrations

2021-04-05 → 2024-03-13

Northwest Asset Management

Miami, FL

Mercer Island, WA
2008-03-10 → 2021-04-05

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Aventura, FL

Aventura, FL

Other Businesses

(1) IAN TACHER - INSURANCE - INVESTMENT-RELATED - SAME ADDRESS - AGENT - 2008 - APPROXIMATELY 2 HOURS PER MONTH, BOTH DURING TRADING HOURS - LONG TERM CARE AND LIFE INSURANCE SALES/SERVICE.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-02-29

S66 Uniform Combined State Law Examination

2008-02-29

Designations

View on SEC IAPD