Unclaimed Profile

Jeremiah Harden Wyatt

INTEGRATED INVESTMENTS, INC.·CORNELIUS, North Carolina

SIE, Series 6, Series 7, Series 22, Series 24, Series 63, Series 65CFP ChFCClean record23 years registeredINTEGRATED INVESTMENTS, INC.

19453 WEST CATAWBA AVENUE STE C, CORNELIUS, NC 28031CRD# 2103686Firm CRD# 159716

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeremiah Harden Wyatt · CORNELIUS, NC

Registration

CRD #2103686 · INTEGRATED INVESTMENTS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INTEGRATED INVESTMENTS, INC.

AVENTUS INVESTMENT ADVISORS, INC.

May 2015 – Dec 2016

CORNELIUS, NC

INTEGRATED INVESTMENTS, INC.

Feb 2012 – May 2015

CORNELIUS, NC

WYATT BLAKEY SECREST & ASSOCIATES, LLC

Nov 2009 – Feb 2012

CORNELIUS, NC

LPL FINANCIAL CORPORATION

Sep 2009 – Nov 2009

CORNELIUS, NC

WATERSTONE FINANCIAL GROUP, INC.

Aug 2008 – Sep 2009

CORNELIUS, NC

G. A. REPPLE & COMPANY

Dec 2002 – Aug 2008

CORNELIUS, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 63

Series 65

Registration record

First registered · December 10, 2002

Years registered · 23

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INTEGRATED INVESTMENTS, INC.

CRD 159716 · SEC 801-72934

AUM

$20M

Regulatory assets under management

Services offered by INTEGRATED INVESTMENTS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INTEGRATED INVESTMENTS, INC. →

Introduction

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Frequently Asked Questions

What services does Jeremiah Harden Wyatt offer?

Jeremiah Harden Wyatt specializes in Financial Planning, Investment Management.

What are Jeremiah Harden Wyatt's credentials?

Jeremiah Harden Wyatt holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeremiah Harden Wyatt located?

Jeremiah Harden Wyatt is based in CORNELIUS, North Carolina, last registered with INTEGRATED INVESTMENTS, INC..

How does Jeremiah Harden Wyatt charge for services?

Jeremiah Harden Wyatt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTEGRATED INVESTMENTS, INC.?

INTEGRATED INVESTMENTS, INC. is a registered investment adviser with the SEC, managing $20M in regulatory assets under management. See their Form ADV for full details.

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