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1790 Town Park Blvd. Suite K, Uniontown, OH 44685 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2015-08-13 |
Branch Locations
1790 Town Park Blvd. Suite K, Uniontown, OH 44685 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Planning | Uniontown | OH | 05/2005 | Present |
| Integrated Wealth Management, Inc. | Uniontown | OH | 01/2020 | Present |
1). GROSKO ENTERPRISES LLC;NOT INVESTMENT RELATED; 3939 MASSILLON RD, STE 1001, UNIONTWON, OH 44685; RESTAURANT; 50% OWNER; START DATE 12/01/06; 5 HOURS PER MONTH (0 DURING TRADING HOURS); OVERSEE THE OPERATIONS FOR ACCOUNTABILITY. 2). INTEGRATED PLANNING; NON INVESTMENT RELATED; 1790 TOWN PARK BLVD, SUITE K, UNIONTOWN, OH 44685;INSURANCE; OPERATION; 05/01/2005-PRESENT; 160 HOURS/MONTH (0 HOURS DURING TRADING); HELP RUN THE OPERATIONS OF THE INTEGRATED PLANNING BY SUPERVISING PERSONNEL AND AGENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-12 |
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