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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-20 |
| CT | RA | APPROVED | 2025-12-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gsb Wealth Management, Llc | Guilford | CT | 05/2016 | 05/2019 |
| Dynamic Wealth Advisors Dba Fair Street Advisors | Phoenix | AZ | 08/2019 | 12/2025 |
| Integrated Wealth Concepts, Llc | Waltham | MA | 12/2025 | Present |
12/05/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: FAIR STREET ADVISORS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 12/05/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-14 |
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