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Donita Marie Joseph

Integrated Wealth Concepts LLC

Long Beach, CA

CRD 4615704

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Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Integrated Wealth Concepts Llc

200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2025-08-25
  • CA RA
    APPROVED_RES
    Since 2025-08-25

Branch Locations

3780 Kilroy Airport Way Suite 600, Long Beach, CA 90806 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Windes & Mcclaughry Long Beach CA 12/1989 Present
Integrated Wealth Concepts Llc Waltham MA 08/2025 Present
Previous Registrations
  • 2003-01-23 → 2008-12-09
    Pgr Solutions, Llc
    Campbell, CA
Other Businesses

12/1989 - WINDES, INC - PARTNER - CPA FIRM - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOUR PER SECURITIES TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-12-13
  • S65 Uniform Investment Adviser Law Examination
    2000-12-13
Other Names
  • Donita Marie Bayardo
  • Donita Marie Testa

View on SEC IAPD

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