Inactive

Tracy Marie Williams

Integrated Wealth Management, Inc.

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Current Employers

Integrated Wealth Management, Inc.

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2024-10-18

OH RA
APPROVED

Since 2024-10-18

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

Organization	City	State	From	To
Integrated Wealth Management	Uniontown	OH	08/2017	Present
Integrated Wealth Management, Inc.	Uniontown	OH	04/2024	Present
Ymca	Cleveland	OH	03/2016	08/2017

08/2017 → Present

Integrated Wealth Management

Uniontown, OH
04/2024 → Present

Integrated Wealth Management, Inc.

Uniontown, OH
03/2016 → 08/2017

Ymca

Cleveland, OH

Designations

Other Names

Tracy M Huhn

View on SEC IAPD

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J.P. MORGAN SECURITIES LLC · Uniontown, OH

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Uniontown, OH

ANDREWS WEALTH MANAGEMENT, LLC · UNIONTOWN, OH

MML INVESTORS SERVICES, LLC · Green, OH

STATE FARM INVESTMENT MANAGEMENT CORP. · Uniontown, OH

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Uniontown, OH

LPL ENTERPRISE, LLC · UNIONTOWN, OH

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