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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED_RES | 2024-09-17 |
Branch Locations
230 Amherst Street Suite 203, Nashua, NH 03063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Waltham | MA | 09/2024 | Present |
| Fortitude Cpa Pplc | Nashua | NH | 02/2017 | Present |
| Levenson Goldberg | Woburn | MA | 06/2014 | 01/2018 |
02/2017 - FORTITUDE CPA PLLC - CPA MANGING PARTNER - CPA FIRM - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HORUS PER WEEK/160 HOURS PER SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-11-11 |
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