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Advisor at INTEGRATED INVESTMENT CONSULTANTS, LLC
BLOOMFIELD HILLS, MI
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 INVESTMENT CONSULTANTS, LLC | Independent wealth | Jan 3, 2025 | n/a | yes | BLOOMFIELD HILLS, MI | Current employment |
| REHMANN WEALTH | Independent wealth | Jan 2, 2018 | Jul 26, 2022 | no | LANSING, MI|Ann Arbor, MI | Previous registration |
| CREATIVE FINANCIAL DESIGNS, INC. | Bd affiliated wealth | Feb 16, 2017 | Dec 12, 2017 | no | Holt, MI|KOKOMO, IN|Okemos, MI | Previous registration |
| Spc | Bd affiliated wealth | Oct 19, 2016 | Feb 15, 2017 | no | East Lansing, MI|ANN ARBOR, MI | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Nov 30, 2015 | Oct 11, 2016 | no | BLOOMFIELD HILLS, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| REHMANN WEALTH | INTEGRATED INVESTMENT CONSULTANTS, LLC | Jul 26, 2022 | Jan 3, 2025 | 892 | Firm change after gap | RIA to RIA |
| CREATIVE FINANCIAL DESIGNS, INC. | REHMANN WEALTH | Dec 12, 2017 | Jan 2, 2018 | 21 | Firm change | Other |
| Spc | CREATIVE FINANCIAL DESIGNS, INC. | Feb 15, 2017 | Feb 16, 2017 | 1 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Spc | Oct 11, 2016 | Oct 19, 2016 | 8 | Firm change | Other |