# RICHARD ANDREW BOEHM

RICHARD ANDREW BOEHM is an investment adviser representative (IAR) with state registration records since 2002, appearing at 6 firms. Currently registered with WINTHROP ADVISORY GROUP, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WINTHROP ADVISORY GROUP, LLC](https://search.stillhousedata.com/firm/288178) | 2020-08-12 | present | Yes |
| [UNIFIED WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/133202) | 2004-12-13 | 2020-12-10 | — |
| [GUNNALLEN FINANCIAL, INC](https://search.stillhousedata.com/firm/17609) | 2004-09-16 | 2008-08-26 | — |
| [OSAIC WEALTH, INC.](https://search.stillhousedata.com/firm/23131) | 2003-03-27 | 2004-10-11 | — |
| [PFA/PINNACLE FINANCIAL ADVISORS](https://search.stillhousedata.com/firm/123235) | 2002-12-09 | 2004-12-02 | — |
| [ASSET & FINANCIAL PLANNING, LTD](https://search.stillhousedata.com/firm/110709) | 2002-07-16 | 2002-12-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2365186)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2365186.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.