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21 E. Long Lake Road Suite 102, Bloomfield Hills, MI 48304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-11-01 |
Branch Locations
21 E. Long Lake Road Suite 102, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Heartland Capital, Inc | Lake St Louis | MO | 06/2009 | 10/2016 |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2016 | Present |
| Integrated Capital Management | Bloomfield | MI | 10/2016 | Present |
1) INTEGRATED CAPITAL MANAGEMENT; INVESTMENT RELATED; 21 E. LONG LAKE RD. #102 BLOOMFIELD HILLS, MI 48304; FINANCIAL PLANNING, INVESTMENT ADVISING; FINANCIAL ADVISOR; 11/2016; 120 HOURS/MONTH 2) INTEGRATED CAPITAL MANAGEMENT, FIXED INSURANCE SALES; NOT INVESTMENET RELATED; 21 E. LONG LAKE RD. #102 BLOOMFIELD HILLS, MI 48304; SALE AND DISTRIBUTION OF INSURNACE; AGENT; 2/2011; 15 HOURS/MONTH 3) YOUNG LIVING ESSENTIAL OILS; NOT INVESTMENET RELATED; 3591 COREY LN LAPEER, MI 48446; DISTRIBUTION OF ESSENTIAL OILS; DISTRIBUTOR; 04/2013; 8 HOURS/MONTH 4) S AND C LANDING LLC; NOT INVESTMENT RELATED; 3591 COREY LN LAPEER, MI 48446; VACATION RENTAL PROPERTY; AGENT OF RECORD; 01/2015; 5 HOURS/MONTH 5) COREY LANE ESTATES; NOT INVESTMENT RELATED; 3591 COREY LANE LAPEER, MI 48446; NEIGHBORHOOD ASSOCIATION; TREASURES; 09/2012; 1 HOUR/MONTH 6)LIONS CLUB HADLEY, MI; NOT INVESTMENT RELATED; 3551 S. HADLEY RD. HADLEY, MI 48440; CHARITABLE; VICE PRESIDENT; 2012; 6 HOURS/MONTH 7)PRODUCERS CHOICE NETWORK; NOT INVESTMENT RELATED; 1152 E. LONG LK RD. TROY, MI 48085; MARKETING AND SALES OF FIXED LIFE AND ANNUITIES; PRODUCER; 2009; 10 HOURS/MONTH 8) PKS Financial Services. Not Investment Related. 21 East Long Lake Road, Suite 102, Bloomfield, MI 48446. Fixed Insurance. Agent. 11/2016. 5 Hrs/Mo; All During Trading Hours. Offer Fixed Insurance Solutions to Clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-25 |
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