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9175 S Yale Avenue Suite 100, Tulsa, OK 74137 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-07 |
| FL | RA | APPROVED | 2026-07-07 |
| OK | RA | APPROVED | 2026-07-07 |
| AZ | RA | APPROVED | 2022-08-03 |
| TX | RA | APPROVED_RES | 2019-02-28 |
Branch Locations
9175 S Yale Avenue Suite 100, Tulsa, OK 74137 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Fairfield | CA | 02/2010 | 04/2019 |
| Summit Wealth Group, Inc. Dba Summit Wealth Management | Fairfield | CA | 01/2013 | 01/2021 |
| Summit Wealth Group, Llc Dba Integrated Wealth Solutions | Tulsa | OK | 01/2021 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2021 | 02/2022 |
| Integrated Tax Solutions, Llc | Tulsa | OK | 03/2023 | Present |
| Integrated Financial Solutions, Llc | Tulsa | OK | 05/2024 | Present |
1) Summit Wealth Group, LLC dba Integrated Wealth Solutions Investment Related 9175 South Yale Ave., Tulsa OK 74137 RIA Firm CEO/CCO Start Date: 1/2021 60 hours/month during trading Investment Advisory Services 2) Integrated Financial Solutions, LLC Non-Investment Related 9175 S Yale Ave Ste 101 Tulsa OK 74137 Tax consulting Founder and CEO Start Date: 5/2024 5 hours/month during trading Tax consulting services 3) Integrated Tax Solutions, LLC Non-Investment Related 9175 S Yale Ave Ste 101 Tulsa OK 74137 Tax planning and preparation Founder and CEO Start Date: 03/2023 30 hours/month during trading Tax planning and preparation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-25 |
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