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Inactive

Stephen Kolano

Integrated Wealth Concepts LLC

Waltham, MA

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Current Employers
Integrated Wealth Concepts Llc

200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-06-21
  • MA RA
    APPROVED
    Since 2022-06-21

Branch Locations

200 5Th Avenue Suite 4010, Waltham, MA 02451 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bny Mellon Boston MA 08/2002 05/2022
Integrated Wealth Concepts, Lllc Waltham MA 06/2022 Present
  • 08/2002 → 05/2022
    Bny Mellon
    Boston, MA
  • 06/2022 → Present
    Integrated Wealth Concepts, Lllc
    Waltham, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-09-15
  • S63 Uniform Securities Agent State Law Examination
    2000-09-15
Designations

View on SEC IAPD

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