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Integrated Wealth Concepts LLC CRD 284656
$23.6B regulatory AUM 875 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Financial Advisors | Orem | UT | 08/2013 | 10/2016 |
| Unemployed | Herriman | UT | 10/2016 | 06/2017 |
| Ameriprise Financial Services, Inc. | Gig Harbor | WA | 06/2017 | 11/2019 |
| Integrated Wealth Concepts, Llc | Waltham | MA | 11/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-09 |
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