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3100 Tower Blvd Ste 1605, Durham, NC 27707-6323 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-06 |
Branch Locations
Winter Park, FL • United States
3100 Tower Blvd Ste 1605, Durham, NC 27707-6323 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Wealthcare, Llc | Durham | NC | 06/2025 | Present |
| Emergency Physicians Of Central Florida | Orlando | FL | 01/2018 | 09/2025 |
| Us Acute Care Solutions | Canton | OH | 04/2017 | 11/2017 |
| Florida Emergency Physicians | Maitland | FL | 07/2014 | 03/2017 |
1) American College of Emergency Physicians Reimbursement Committee; Not investment-related; 4950 W. Royal Lane, Irving, TX. 75063; Industry Group; Committee Member; Volunteer on committee for medical specialty organization; Less than 5% of time during the month. 2) American Medical Association RUC Advisory Committee; Not investment-related; 330 N. Wabash Ave., Suite 39300, , Chicago, IL. 60611; Industry Group; Emergency Medicine Advisor; Volunteer committee of medical specialty organization; Less than 5% of time during the month. 3) FCEP/FEMF; Not investment-related; 400 North Wymore Road, Winter Park, FL. 32789; Industry Group; Panelist; FCEP - 501(c)6 medical specialty organization; FEMF - 501(c)3 education nonprofit; Less than 5% of time during the month. 4) Florida College of Emergency Physicians; Not investment-related; 400 North Wymore Road, Winter Park, FL. 32789; Educational Organization; Board Member/President; President of medical speciality organization; Less than 5% of time during the month. 5) Florida Emergency Medicine Foundation; Not investment-related; 400 North Wymore Road, Winter Park, FL. 32789; Educational Organization; Board Member, Secretary-Treasurer; Less than 5% of time during the month. 6) Licensed insurance agent; Not investment-related; Winter Park, FL 32789; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-23 |
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