Thomas M. Boyd
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Thomas Melvin Boyd was a registered financial professional .
Thomas is a previously registered financial professional and started their career in finance in 1983. Thomas had worked at 4 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 9, 2009 - March 30, 2015
INTEGRATED WEALTH MANAGEMENT, LLC
March 21, 2007 - December 31, 2008
WRP INVESTMENTS, INC.
March 13, 2007 - December 31, 2008
WRP INVESTMENTS, INC.
April 9, 2001 - March 23, 2007
INTEGRATED FINANCIAL PLANNING SERVICES
July 21, 1983 - October 14, 1989
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
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Exams
Current Firm
INTEGRATED WEALTH MANAGEMENT, LLC
CRD#: 149227 / SEC#:
Contact information
Red Flags
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