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Lafayette, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 1999-01-14 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Integrated Capital Management Company, Inc. | Lafayette | IN | 03/1996 | Present |
| Purdue University | Fort Wayne | IN | 08/2002 | Present |
I WORK FOR PURDUE UNIVERSITY AS AN ASSISTANT PROFESSOR IN FINANCE AND BANKING, DIRECTOR OF THE BANKING CENTER, DIRECTOR OF THE PNC FINANCE LAB, AND I TEACH INVESTMENT CLASSES IN THE FALL AND SPRING SEMESTERS AND CERTAIN SUMMER SESSIONS (WORK APPROX. 50 HOURS PER MONTH WITH 30 HOURS PER MONTH DURING TRADING HOURS EXCEPT SUMMER). ALL CLASSES, INCLUDING FINANCE, ECONOMICS AND ACCOUNTING ACT AS A SOLID SOURCE OF CONTINUING EDUCATION (RE-FAMILIARIZATION) FOR THE SECURITIES INDUSTRY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-05 |
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