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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-11 |
| TX | RA | APPROVED | 2026-05-11 |
Branch Locations
500 Red Banks Road Suite D, Greenville, NC 27858 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Greenville | NC | 09/2012 | 04/2018 |
| Raymond James Financial Services Advisors Inc. | Greenville | NC | 09/2012 | 04/2018 |
| Capital Developers, Llc D/B/A Milestone Wealth | Greenville | NC | 09/2012 | 05/2026 |
| Capital Developers, Llc D/B/A Milestone Wealth | Greenville | NC | 04/2018 | 05/2026 |
| Integrated Wealth Concepts Llc | Waltham | MA | 05/2026 | Present |
INCEPTION MICRO ANGEL FUND, INVESTMENT-RELATED, INVESTMENT POOL-INVESTS IN START UP COMPANIES, MEMBER,01/2013, 1 HR/ MO., 0 HR/ MONTH DURING TRADING HOURS. 05/2026 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: INTEGRATED PRIVATE WEALTH - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 05/2026 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - 10 Hours Per Month/5 Hours During Securities Trading - Time Spent 10% - Fixed annuities, fixed life, LTC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-18 |
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