Denise G. French

INTENTIONAL WEALTH PARTNERS

The Woodlands, TX 77380

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CRD#: 2817203

Professional summary

Denise Greene French, who also goes by Denise Greene, Denise Elen Primeau, Denise Primeau, Denise Primeau Skolaut, is a registered financial advisor currently at INTENTIONAL WEALTH PARTNERS located in The Woodlands, Texas.

Denise is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Denise has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Denise Greene | Denise Elen Primeau | Denise Primeau | Denise Primeau Skolaut

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Vanbridge, an EPIC Company Insurance Services. Investment related. 1/2024. 10 hours per month 12245 Stratford Dr. Clive, IA 50325 800-275-8622 2) Divorce Strategies Group Non investment related. 1095 Evergreen Cir suite 200, The Woodlands, TX 77380. Divorce mediation, financial education, divorce financial advisor consulting 5 hours per month during trading hours 3) SHFD Forensics, DBA under Divorce Strategies Group. non investment related. 1095 Evergreen Circle, Suite 200 The Woodlands, TX 77380. forensic accounting services, business valuation, financial expert work - owner. 4/2014. 4 hours per month during trading hours 4) DSG Forensics & Valuation services no longer - if you need to add that, go ahead. I do not use the name nor do any services under this name. It is a DBA under DSG. No longer used. 0 hours same evergreen circle address

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Denise Greene French's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 10, 2024 - Present

INTENTIONAL WEALTH PARTNERS

Office #1: 1095 Evergreen Circle Suite 452, The Woodlands, TX 77380

RIA

CRD#: 286157

The Woodlands, TX

Past

October 11, 2022 - March 26, 2024

ENGRAVE WEALTH PARTNERS, LLC

RIA

CRD#: 289344

THE WOODLANDS, TX

Past

November 23, 2016 - October 7, 2022

BELPOINTE ASSET MANAGEMENT LLC

RIA

CRD#: 143440

The Woodlands, TX

Past

February 2, 2015 - November 17, 2016

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

THE WOODLANDS, TX

Past

January 5, 2015 - November 17, 2016

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

THE WOODLANDS, TX

Past

May 16, 2013 - January 6, 2015

OSAIC WEALTH, INC.

CRD#: 23131

SPRING, TX

Past

June 9, 2004 - February 24, 2011

LINCOLN FINANCIAL DISTRIBUTORS, INC.

RIA

CRD#: 145

THE WOODLANDS, TX

Past

June 9, 2004 - April 1, 2013

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

June 6, 2002 - March 31, 2004

BNY MELLON SECURITIES CORPORATION

CRD#: 231

NEW YORK, NY

Past

January 28, 1997 - May 29, 2002

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

HOUSTON, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(1/10/2024)

IAR

Texas
(1/10/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/31/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/31/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/17/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/13/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/27/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

INTENTIONAL WEALTH PARTNERS

GREAT LAKES INVESTMENT MANAGEMENT, LLC | INTENTIONAL WEALTH PARTNERS

CRD#: 286157 / SEC#:

California

Registered Investment Advisory firm - (6/18/2020 Approved)

Louisiana

Registered Investment Advisory firm - (12/18/2024 Terminated)

Ohio

Registered Investment Advisory firm - (2/8/2017 Approved)

Texas

Registered Investment Advisory firm - (12/4/2018 Approved)

Virginia

Registered Investment Advisory firm - (8/18/2021 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

7017 Pearl Rd Suite 12, Cleveland, OH 44130

Mailing Address

Phone number

(440) 545-1001

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	228
AUM (Assets Under Management)	$ 50,176,506

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Denise G. French

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Denise Greene French's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENGRAVE WEALTH PARTNERS, LLC

BELPOINTE ASSET MANAGEMENT LLC

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

OSAIC WEALTH, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BNY MELLON SECURITIES CORPORATION

INVESCO DISTRIBUTORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/31/2003

Series 63

Date: 12/31/1997

SIE

Date: 11/17/2016

Series 7

Date: 8/13/2002

Series 6

Date: 1/27/1997

Current Firm

INTENTIONAL WEALTH PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTENTIONAL WEALTH PARTNERS

TRUST BUT VERIFY

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