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Kevin Patrick Connors

Integrated Wealth Concepts LLC

Charlestown, MA

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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-12
TX RA APPROVED 2026-05-07
  • MA RA
    APPROVED
    Since 2026-05-12
  • TX RA
    APPROVED
    Since 2026-05-07

Branch Locations

10 City Square 5Th Floor, Charlestown, MA 02129 • 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
Ameriprise Financial Services, Inc. Boston MA 05/2003 03/2020
Ameriprise Financial Services, Llc Charlestown MA 03/2020 05/2026
Integrated Wealth Concepts Llc Waltham MA 05/2026 Present
Previous Registrations
Other Businesses

Real Estate Ownership; Commercial; 200 Dan Road, , Canton, MA, 02021; Investment-Related; 06/22/2023. Business Ownership; Ironsides Operational Support LLC; Leading team members, assisting with day to day management and human resources, helping with long term strategic decisions regarding the team practice.; It's just a legal entity for practice management.; 10 City Square 4th Floor, , Charlestown, MA, 2129; Not Investment-Related; 01/10/2020; 20 to 39 hours per month; 20 to 39 during trading hours / NC Investor Congress LLC; Co-owner; Real Estate; 343 Congress Street, , Boston, MA, 02210; Investment-Related; 04/18/2025; 0 hours per month; 0 during trading hours. Outside Employment; Ironsides Operational Support LLC; Co-owner; Manage advisory business; Ten City Squre, 5th Floor, Charlestown, MA, 02129; Investment-Related; 01/01/2020; 60 hours per month; 60 during trading hours. 05/2026 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - 10 Hours Per Month/5 Hours During Securities Trading - Time Spent 10% - Fixed annuities, fixed life, LTC. 05/2026 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: CITY SQUARE WEALTH MANAGEMENT - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-08-08
  • S66 Uniform Combined State Law Examination
    2003-08-08
Designations

View on SEC IAPD

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