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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-16 |
| KS | RA | APPROVED | 2026-01-02 |
Branch Locations
810 Pennsylvania Street Suite 220, Lawrence, KS 66044 • United States
Lawrence, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lawrence | KS | 01/1999 | 07/2025 |
| Keating Financial Advisory Services, Inc. | Lawrence | KS | 01/2007 | 01/2026 |
| Raymond James Financial Services Advisors, Inc | Lawrence | KS | 01/2009 | 07/2025 |
| Pisces Wealth, Inc. | Lawrence | KS | 01/2020 | Present |
| Integrated Wealth Concepts Llc | Waltham | MA | 01/2026 | Present |
Name of Business: Pisces Wealth, Inc Address: 1008 New Hampshire St Ste 300, Lawrence, KS, 66049, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - President Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Planner/President 01/2026 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: PISCES WEALTH - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 01/02/2026 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-04 |
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