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1212 Pearl Street Suite 200, Boulder, CO 80302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-09 |
Branch Locations
1212 Pearl Street Suite 200, Boulder, CO 80302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Englewood | CO | 08/2012 | 01/2019 |
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 01/2019 | 07/2019 |
| Unemployed | Englewood | CO | 07/2019 | 12/2019 |
| Be Smart About Your Money, Llc | Englewood | CO | 12/2019 | 03/2021 |
| Raymond James Financial Services Advisors, Inc. | Boulder | CO | 04/2021 | 10/2025 |
| Raymond James Financial Services, Inc. | Boulder | CO | 04/2021 | 10/2025 |
| Integrated Capital Management, Llc | Boulder | CO | 03/2024 | Present |
| Broadview Wealth Partners, Llc | Boulder | CO | 10/2025 | Present |
(1)Name of Business: Integrated Capital Management, LLC Address: 1212 Pearl St Ste 200, Boulder, CO, 80302-5480, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/13/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: dba for activities related to duties with Broadview Wealth Partners, LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-06 |
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