Best Investors Account Sign in
Inactive

Kailey Bonniwell

Integrated Wealth Management, Inc.

Uniontown, OH

Claim This Profile
Current Employers
Integrated Wealth Management, Inc.

1790 Town Park Blvd. Suite K, Uniontown, OH 44685 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-20
  • OH RA
    APPROVED
    Since 2025-03-20

Branch Locations

1790 Town Park Blvd. Suite K, Uniontown, OH 44685 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Symphony Financial Services Akron OH 04/2022 05/2024
Kent State University Kent OH 08/2019 05/2022
Jackson High School Massillon OH 08/2015 05/2019
Lpl Financial Llc Akron OH 04/2022 05/2024
Bubba's 33 Canton OH 04/2017 04/2022
Integrated Wealth Management, Inc. Uniontown OH 06/2024 Present
Integrated Wealth Management, Inc. Uniontown OH 03/2025 Present
  • 04/2022 → 05/2024
    Symphony Financial Services
    Akron, OH
  • 08/2019 → 05/2022
    Kent State University
    Kent, OH
  • 08/2015 → 05/2019
    Jackson High School
    Massillon, OH
  • 04/2022 → 05/2024
    Lpl Financial Llc
    Akron, OH
  • 04/2017 → 04/2022
    Bubba's 33
    Canton, OH
  • 06/2024 → Present
    Integrated Wealth Management, Inc.
    Uniontown, OH
  • 03/2025 → Present
    Integrated Wealth Management, Inc.
    Uniontown, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-24
  • S65 Uniform Investment Adviser Law Examination
    2025-02-24

View on SEC IAPD

Other Firms

CAPTRUST
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ANDREWS WEALTH MANAGEMENT, LLC
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL ENTERPRISE, LLC

Other Investors

Mario C Giganti
Nathan J Bopp
Daniel Ray Harsh
Ian Thomas Dillard
Stewart Michael Schmidt
Aaron Joseph Daines
Mark William Fearigo
Mark A Muntean

Other Offices

CAPTRUST · Uniontown, OH
J.P. MORGAN SECURITIES LLC · Uniontown, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Uniontown, OH
ANDREWS WEALTH MANAGEMENT, LLC · UNIONTOWN, OH
MML INVESTORS SERVICES, LLC · Green, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Uniontown, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Uniontown, OH
LPL ENTERPRISE, LLC · UNIONTOWN, OH

More in Uniontown, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor