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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-11 |
| CO | RA | APPROVED | 2023-05-10 |
Branch Locations
501 S Cherry Street Suite 510, Denver, CO 80246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bancwest Investment Services | Lakewood | CO | 08/2011 | 09/2017 |
| Bank Of The West | Lakewood | CO | 08/2011 | 09/2017 |
| Prism Financial Strategies, Llc | Denver | CO | 09/2017 | 12/2023 |
| M. S. Howells & Co. | Scottsdale | AZ | 09/2017 | Present |
| Integrated Wealth Concepts Llc | Waltham | MA | 05/2023 | Present |
1) APRIL 2011; RENTAL PROPERTIES; NOT INVESTMENT RELATED; OWNER; DEVOTE 0 HRS/MO 2) INTEGRATED WEALTH CONCEPTS, LLC - DBA: PRISM FINANCIAL STRATEGIES LLC - Investment Related-Yes - Address-Denver, CO 80246 Nature- RIA; Title/Position- Financial strategist; Start date- 05/10/2023; Approximately 175 hrs per month, 160 during trading hours; Description- Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-11 |
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