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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock Distributors Llc | Lake Forest Park | WA | 07/2014 | 03/2019 |
| John Hancock | Chula Vista | CA | 05/2014 | 03/2019 |
| Commonwealth Financial Network | Waltham | MA | 07/2019 | 10/2022 |
| Manning Wealth Management, Inc. | San Diego | CA | 03/2019 | 07/2019 |
| Manning Wealth Management, Inc. | San Diego | CA | 07/2019 | 10/2022 |
| Commonwealth Financial Network | Waltham | MA | 03/2019 | 07/2019 |
| Resources Investment Advisors, Llc | Overland Park | KS | 10/2022 | 01/2025 |
| Triad Advisors, Inc | Norcross | GA | 10/2022 | 01/2025 |
| Integrated Wealth Concepts Llc | Waltham | MA | 01/2025 | Present |
01/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: RETIREMENTDNA - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 01/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 01/2025 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/2025 - 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 | 2020-09-30 |
| S66 | Uniform Combined State Law Examination | 2002-03-15 |
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