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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-05-28 |
Branch Locations
1340 Sullivan Aveune, South Windsor, CT 06074 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Henry, Raymond, Morin & Thompson, Llc | South Windsor | CT | 11/2002 | Present |
| Integrated Wealth Concepts, Llc | Waltham | MA | 05/2025 | Present |
11/2002 - HRT ADVISORS - MEMBER - CPA FIRM - NON-INV REL - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS 10/2024 - BAD DOG PROPERTIES - RENTAL PROPERTIES - OWNER - NON-INV REL - AT REPORTED LOCATION(S) - 2 HOURS PER MONTH/2 HOURS PER SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-21 |
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