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1790 Town Park Blvd. Suite K, Uniontown, OH 44685 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-28 |
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 |
|---|---|---|---|---|
| Skyland Pines Golf Club | Canton | OH | 03/2016 | 09/2021 |
| A-Z Solutions | North Canton | OH | 06/2022 | 05/2024 |
| Integrated Wealth Management, Inc. | Uniontown | OH | 06/2024 | Present |
| Integrated Wealth Management, Inc. | Uniontown | OH | 05/2026 | Present |
| Kent State University | Kent | OH | 09/2021 | 06/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-10 |
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