MAX BOWEN KORTEGAST is an investment adviser representative (IAR) with state registration records since 2016, appearing at 3 firms. Currently registered with HOPWOOD FINANCIAL SERVICES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| HOPWOOD FINANCIAL SERVICES, INC. | 2026-01-28 | present | Yes |
| WEALTHSPIRE ADVISORS LLC | 2022-06-23 | 2025-10-17 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2016-02-23 | 2022-06-17 | — |