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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 |
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, Llc | Charlestown | MA | 11/2023 | 05/2026 |
| John Hancock Investment Management | Boston | MA | 10/2015 | 11/2023 |
| Integrated Wealth Concepts Llc | Waltham | MA | 05/2026 | Present |
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 | 2024-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-02 |
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