Best Investors
Account
Sign in
Best Investors
Account
Sign in
Integrated Wealth Management, Inc. CRD 141092
$254M regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1790 Town Park Blvd. Suite K, Uniontown, OH 44685 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-01-16 |
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2017 | Present |
| Genesis Church | Alliquippa | PA | 07/2017 | 10/2017 |
| English First | Nanjing | 03/2016 | 04/2017 | |
| Integrated Wealth Management, Inc. | Uniontown | OH | 01/2020 | Present |
| Integrated Wealth Management | Uniontown | OH | 01/2020 | Present |
| Bny Mellon | Pittsburgh | PA | 11/2018 | 03/2019 |
| Bost Benefits | Moon Twp | PA | 06/2018 | 10/2018 |
| Edward Jones | Moon Twp | PA | 09/2017 | 03/2018 |
| Genesis Church | Moon Twp | PA | 04/2017 | 09/2017 |
| English First | Nanjing | 03/2016 | 04/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-21 |
Reach out to this advisor