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Current Employers
Integrated Capital Management, Inc

1050 E Dominguez Street Unit G, Carson, CA 90746 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

1050 E Dominguez Street Unit G, Carson, CA 90746 • 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
Integrated Capital Solutions, Inc Redondo Beach CA 01/2002 Present
Bar41 Beverages Llc Carson CA 08/2015 Present
Integrated Capital Management, Inc Carson CA 04/2017 Present
  • 01/2002 → Present
    Integrated Capital Solutions, Inc
    Redondo Beach, CA
  • 08/2015 → Present
    Bar41 Beverages Llc
    Carson, CA
  • 04/2017 → Present
    Carson, CA
Previous Registrations
  • 2014-02-04 → 2015-08-11
    National Planning Corporation
    Torrance, CA
Other Businesses

Name of outside business: Integrated Capital Solutions, Nature of the business is business consulting, accounting, real estate brokerage as I have a real estate brokers license, and some tax preparation, Address: 1050 E Dominguez Street, Suite G, Carson, CA 90746 (I use the same office as Integrated Capital Management), I am the president and owner of the company, I have no employees, I started the business in 2006, approximate monthly hours / month 40-50 hrs per month, time during trading hours is zero Name of outside business: Bar41 Beverages, The business develops and sells wine based cocktails. The address : 1050 E Dominguez Street, Suite F, Carson, CA 90746 ( I have 2 suites that are connected, which i use both), I am the managing member and majority owner., The business started in 2014, I devote about 80 hours per month, I devote 1-2 hours per day during trading hours

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-10-02
S65 Uniform Investment Adviser Law Examination 2012-06-15
  • S63 Uniform Securities Agent State Law Examination
    2012-10-02
  • S65 Uniform Investment Adviser Law Examination
    2012-06-15

View on SEC IAPD

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