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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-12 |
| TX | RA | APPROVED | 2026-05-07 |
Branch Locations
10 City Square 5Th Floor, Charlestown, MA 02129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-08 |
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