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8050 N. Palm Avenue Suite 300, Fresno, CA 93711 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-29 |
Branch Locations
8050 N. Palm Avenue Suite 300, Fresno, CA 93711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concert Wealth Management, Inc. | San Jose | CA | 01/2016 | 06/2017 |
| Sowell Financial Services, Inc. | North Little Rock | AR | 09/2016 | 01/2017 |
| Institute For Wealth Advisors, Inc. | Dallas | TX | 01/2017 | 04/2019 |
| Institute For Wealth Management Llc | Denver | CO | 04/2019 | Present |
| Platinum Wealth Management Llc | Fresno | CA | 02/2026 | Present |
IMr. Boulware has the following Outside Business Activity. Mr. Boulware is also registered with The Institute for Wealth Management as an Investment Advisor Representative. In this role he provides financial advice to clients. He spends approximately 10 hours a month in this endeavor during market and non-market hours. He is an independent insurance agent for multiple entities and sells insurance products including annuities. He spends approximately 10 hours a week during market and non-market hours on this endeavor. Rental property owner, less than 2 hours a month during market and non-market hours on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-19 |
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