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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 | 06/2004 | 03/2020 |
| Ameriprise Financial Services, Llc | Charlestown | MA | 03/2020 | 05/2026 |
| Integrated Wealth Concepts Llc | Waltham | MA | 05/2026 | Present |
Real Estate Ownership; Single Family; Boxborough Corporate Center, 155 and 159 Swanson Rd, Boxborough,, ,; Not Investment-Related; 11/11/2016 / Single Family; 62 Water St, , Marion, MA, 02186; Not Investment-Related; 11/30/2021 / Single Family; 784 Smuggler Ave #2, , Telluride, CO, 81435; Not Investment-Related; 09/30/2021. Business Ownership; Sarson Funds, LLC; none; marketing and educational; 9465 Counselors Row, Ste. 200, , Indianapolis, IN, 46240; Investment-Related; 02/01/2021; 0 hours per month; 0 during trading hours / Jumbo 74 Florence LLC; own an LLC that holds real estate. Orginally established in 2016 (and listed on my OBA) accidentally deleted with sale of property in spring 2021; real estate LLC; 74 Maple St, , Milton, MA, 2186; Not Investment-Related; 06/01/2016; 0 hours per month; 0 during trading hours / 4612 Mountain Road Holdings LLC; Co-owner; Real Estate; 4612 Mountain Road , , Stowe, VT, 05672; Investment-Related; 11/19/2024; 1 to 9 hours per month; 0 during trading hours / Mountaintopops, LLC; Co-owner; Real Estate; 74 Maple St, , Milton, MA, 02129; Not Investment-Related; 11/01/2025; 0 hours per month; 0 during trading hours. Outside Employment; Ironsides Operational Support LLC; Co-owner; Manage advisory business; 10 City Sq, 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 | 2004-08-23 |
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