AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
TH

Taylor K. Howie

INTEGRAL WEALTH SECURITIES
Toronto, M5H 3M7
Some features on this profile are disabled
CRD#: 6920056
TH

Professional summary

Taylor Kenneth Howie is a registered financial professional currently at INTEGRAL WEALTH SECURITIES LLC .

Taylor is registered as a RR (Registered Representative) and started their career in finance in 2018. Taylor has worked at 2 firms and has passed the Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Taylor Kenneth Howie's CRS (Customer Relationship Summary).
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

September 28, 2023 - Present

INTEGRAL WEALTH SECURITIES LLC

Office #1: 181 University Ave. Suite 1600, Toronto, M5H 3M7
BD
CRD#: 36143
Toronto,
Past

September 27, 2018 - May 28, 2021

PATRICK CAPITAL MARKETS, LLC

BD
CRD#: 16518
ST LOUIS, MO

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 7/13/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/27/2018
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

IW
INTEGRAL WEALTH SECURITIES LLC
AMERA SECURITIES LLC | SHIPLEY RAIDY CAPITAL PARTNERS, LP | SHIPLEY RAIDY CAPITAL PARTNERS, LLC | SHIPLEY RAIDY CAPITAL CORPORATION | INTEGRAL WEALTH SECURITIES LLC | ARIANE CAPITAL PARTNERS LLC

CRD#: 36143 / SEC#: , 8-47026

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
200 Vesey St. 24th Floor, New York, NY 10281
Mailing Address
200 Vesey St. 24th Floor, New York, NY 10281
Phone number
(888) 799-8856
Established
Pennsylvania since 01/01/2002
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (27 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
AMERA HOLDINGS LLCDIRECT OWNER
GIBSON, JOHNCEO/CCO7661898
PETERS, ROBERT WILLIAMFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER1704577

Disclosures

Regulatory Event2

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.

Company Information

INTEGRAL WEALTH SECURITIES LLC

CRD#: 36143Toronto, M5H 3M7

TRUST BUT VERIFY

Monitor Taylor Howie

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

EL
Edward LongAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Newbury, NH
CM
C MorrisAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Savannah, GA
Tyler Mikel Atkinson
Tyler AtkinsonAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
BELLEVUE, WA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.