Sonya Richelle Ranker

Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2025 → Present
  Questmont Virtual Family Office, Llc
  Tampa, FL
• 01/2018 → 04/2025
  Kestra Investment Services, Llc
  Lemoyne, PA
• 01/2018 → 05/2025
  Kestra Advisory Services, Llc
  Lemoyne, PA
• 05/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 05/2013 → 01/2018
  Royal Alliance Associates, Inc.
  Camp Hill, PA
• 03/2026 → Present
  Integrated Wealth Concepts, Llc
  Waltham, MA

Previous Registrations

• 2025-04-11 → 2026-05-14
  Questmont Virtual Family Office, Llc
  Tampa, FL
• 2018-01-22 → 2025-06-02
  Kestra Advisory Services, Llc
  Camp Hill, PA
  Austin, TX
  Tampa, FL
• 2014-02-07 → 2018-01-25
  Osaic Wealth, Inc.
  Camp Hill, PA

Other Businesses

1) Integrated Wealth Concepts, LLC D/B/A Questmont Virtual Family Office. Investment Related. At Registered Location. RIA. IAR. President. 03/1/2025. 160. 150 during securities trading hours. financial planning, investment management, managing staff, managing books and records. 2) Fixed Insurance. Non - Investment Related. At Registered Location. Fixed Insurance/ Annuity. Agent. 03/1/2025. 10. 10 during securities trading hours. Provide insurance advice based on the needs of client(s).

Exams

• S66 Uniform Combined State Law Examination
  2014-02-03

Designations

• Certified Financial Planner

Other Names

• Sonya Richelle Luciotti
• Sonya Richelle Dusenbery
• Sonya Ranker