Lauren Thompson

Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Integrated Wealth Concepts Llc

200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APP_PEND_IARCE	2026-01-01

NJ RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

1930 Route 70 East Building H, Unit 44, Cherry Hill, NJ 08003 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Affordable Tax And Accounting Services Llc	Cherry Hill	NJ	12/2015	Present

12/2015 → Present

Affordable Tax And Accounting Services Llc

Cherry Hill, NJ

Other Businesses

Affordable Tax and Accounting Services LLC - - not investment related - 1790 Route 70 East, Suite 2, Cherry Hill, NJ - tax and accounting - 20 hours a week

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2011-08-26

S63 Uniform Securities Agent State Law Examination

2011-08-26

Designations

Certified Financial Planner

View on SEC IAPD