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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-14 |
Branch Locations
Two Towne Square Suite 800, Southfield, MI 48076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Telemus Capital Llc | Southfield | MI | 08/2013 | 03/2024 |
| Kovitz Investment Group Partners, Llc | Southfield | MI | 03/2024 | Present |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
Name: Integrated Wealth and Tax Strategies, LLC Investment Related: No Address of the business: 1410 Clarendon Road Bloomfield, MI 48302 Nature of the business: Consulting and Tax Advisory Position/Title: Sole Owner with Chief Wealth Officer Title Start date of business: September 2023 Approximate hours: 0 - business is currently inactive and has no revenue
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-20 |
| S66 | Uniform Combined State Law Examination | 2005-07-25 |
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