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Robert Lee Thompson

Integrated Financial Resources, Inc.

Toledo, OH

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Current Employers
Integrated Financial Resources, Inc.

7261 W. Central Avenue, Toledo, OH 43617 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2001-01-23
  • OH RA
    APPROVED
    Since 2001-01-23

Branch Locations

7261 W. Central Avenue, Toledo, OH 43617 • 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
Integrated Financial Resources, Inc. Toledo OH 12/2000 Present
Concorde Investment Services Ann Arbor MI 02/2012 08/2026
Concorde Asset Management Ann Arbor MI 02/2012 08/2026
Osaic Wealth Toledo OH 08/2026 Present
  • 12/2000 → Present
    Integrated Financial Resources, Inc.
    Toledo, OH
  • 02/2012 → 08/2026
    Concorde Investment Services
    Ann Arbor, MI
  • 02/2012 → 08/2026
    Concorde Asset Management
    Ann Arbor, MI
  • 08/2026 → Present
    Osaic Wealth
    Toledo, OH
Previous Registrations
  • 2012-02-06 → 2026-08-31
    Concorde Asset Management, Llc
    Toledo, OH
    Ann Arbor, MI
  • 2007-08-29 → 2012-02-07
    American Portfolios Advisors, Inc
    Holbrook, NY
  • 2005-02-07 → 2007-08-16
    Questar Asset Management, Inc.
    Toledo, OH
  • 2001-12-03 → 2005-12-31
    Questar Capital Corporation
    Toledo, OH
    Toledo, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-05-21
S63 Uniform Securities Agent State Law Examination 1990-01-04
  • S65 Uniform Investment Adviser Law Examination
    1997-05-21
  • S63 Uniform Securities Agent State Law Examination
    1990-01-04

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · TOLEDO, OH
CETERA INVESTMENT ADVISERS LLC · TOLEDO, OH
GURNEE GROUP, LLC · TOLEDO, OH
OSAIC WEALTH, INC. · TOLEDO, OH
EDWARD JONES · TOLEDO, OH
EAGLE STRATEGIES LLC · TOLEDO, OH
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Toledo, OH
AMERITAS ADVISORY SERVICES, LLC · TOLEDO, OH

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