William Joseph Tison

Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2021 → 02/2022
  Charles Schwab & Co., Inc.
  Temple Terrance, FL
• 08/2019 → 04/2021
  Hsw Engineering, Inc
  Tampa, FL
• 01/2017 → 07/2019
  Ghd
  Tampa, FL
• 09/2016 → 01/2017
  Center For Urban Transportation Research
  Tampa, FL
• 03/2015 → 09/2017
  Tison Law Group
  Tampa, FL
• 05/2016 → 09/2016
  Student
  Tampa, FL
• 02/2022 → 11/2022
  Morgan Stanley
  Temple Terrace, FL
• 12/2022 → 04/2025
  Kestra Investment Services, Llc
  Tampa, FL
• 12/2022 → 05/2025
  Kestra Advisory Services, Llc
  Tampa, FL
• 04/2025 → Present
  Questmont Virtual Family Office, Llc
  Tampa, FL
• 04/2025 → Present
  Purshe Kaplan Sterling Investments
  Tampa, FL
• 03/2026 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2025-04-16 → 2026-05-14
  Questmont Virtual Family Office, Llc
  Tampa, FL
• 2023-01-23 → 2025-06-02
  Kestra Advisory Services, Llc
  Tampa, FL
  Austin, TX
• 2022-04-12 → 2022-12-12
  Morgan Stanley
  Tampa, FL

Other Businesses

*487430 - Marine Marketing Services, LLC; Investment related No; Tampa, FL; Consulting; Sole Proprietor/Owner; 09/2018; After business hours: 8; Administrative, Accounting/Bookkeeping, Business Development/Growth, Check Signing/Funds Disbursements, Customer Service, Sales/Marketing Bus Name: Purshe Kaplan Sterling Investments; Investment Related; Tampa, FL; Brokerage Firm; Registered Representative; 04/2025; 160 hours, 160 during trading hours; Providing brokerage services for clients. Bus Name: Kestra Advisory Services, LLC; Investment Related: Yes Address: Tampa, FL; Nature of Business: RIA; Position, Title or Relationship: Investment Adviser Representative Start Date: 01/2018 Hours per month: 160 hours/month, Hours per month during trading hours: 160 hours/month Duties: provide advisory services to clients. Bus Name: Questmont Virtual Family Office, LLC; Investment Related: Yes Address: Tampa, FL; Nature of Business: RIA; Position, Title or Relationship: Investment Adviser Representative Start Date: 04/2025; Hours per month: 160 hours/month, Hours per month during trading hours: 160 hours/month Duties: provide advisory services to clients.

Exams

• S66 Uniform Combined State Law Examination
  2022-04-11
• S63 Uniform Securities Agent State Law Examination
  2021-11-22

Other Names

• Joe Tison