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Brandon R Oing

Integrated Wealth Management, Inc.

Uniontown, OH

CRD 6134484

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Employer firm

Integrated Wealth Management, Inc. CRD 141092

$254M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Integrated Wealth Management, Inc.

1790 Town Park Blvd. Suite K, Uniontown, OH 44685 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-01-16
  • OH RA
    APPROVED
    Since 2026-01-16

Branch Locations

1790 Town Park Blvd. Suite K, Uniontown, OH 44685 • 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
Edward Jones Maryland Heights MO 11/2014 11/2022
Edward Jones Wadsworth OH 11/2022 12/2025
Integrated Wealth Management, Inc. Uniontown OH 01/2026 Present
Previous Registrations
  • 2023-01-18 → 2026-01-06
    St Louis, MO
    Wadsworth, OH
    Wadsworth, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-11
  • S66 Uniform Combined State Law Examination
    2023-01-11
Other Names
  • Brandon Oing

View on SEC IAPD

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