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Advisor at INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC
WESTFIELD, IN | Conneaut, OH
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 PLANNING & WEALTH MANAGEMENT, LLC | Independent wealth | Mar 18, 2026 | n/a | yes | Conneaut, OH|WESTFIELD, IN | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Apr 3, 2025 | Feb 11, 2026 | no | ASHTABULA, OH|ST. LOUIS, MO|WESTLAKE, OH | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Oct 23, 2024 | Apr 3, 2025 | no | ASHTABULA, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC | Feb 11, 2026 | Mar 18, 2026 | 35 | Firm change | Wirehouse to RIA |
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Apr 3, 2025 | Apr 3, 2025 | 0 | Channel change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:11025:OH:2025-04-01 | Apr 3, 2025 | Apr 3, 2025 | ASHTABULA, OH | Firm change |