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Integrated Wealth Concepts LLC CRD 284656
$23.6B regulatory AUM 875 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
4 Cityplace Drive Suite 400, Creve Coeur, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 04/2012 | 08/2019 |
| Albritton Financial Services, Inc. | St. Louis | MO | 04/2007 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2013 | 08/2019 |
| Cwm, Llc | Omaha | NE | 08/2019 | 03/2025 |
| Integrated Wealth Concepts Llc | Waltham | MA | 03/2025 | Present |
INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 03/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: ALBRITTON FINANCIAL SERVICES - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 03/31/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-13 |
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