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Advisor at INTEGRATED WEALTHCARE, LLC
DURHAM, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| INTEGRATED WEALTHCARE, LLC | Independent wealth | Jun 29, 2021 | n/a | yes | DURHAM, NC | Current employment |
| CAPITAL WEALTH MANAGEMENT, LLC | Independent wealth | May 11, 2012 | Sep 20, 2021 | no | WEST WARWICK, RI | Previous registration |
| NFP ADVISOR SERVICES, LLC | Former SEC adviser | Mar 14, 2002 | Mar 30, 2012 | no | DURHAM, NC|DURHAM, NC|DURHAM, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL WEALTH MANAGEMENT, LLC | INTEGRATED WEALTHCARE, LLC | Sep 20, 2021 | Jun 29, 2021 | -83 | Firm change after gap | RIA to new firm |
| NFP ADVISOR SERVICES, LLC | CAPITAL WEALTH MANAGEMENT, LLC | Mar 30, 2012 | May 11, 2012 | 42 | Firm change | Other |