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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-02 |
| PA | RA | APPROVED | 2025-08-15 |
Branch Locations
Spring City, PA • United States
200 5Th Avenue Suite 4010, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Loomis, Sayles & Company | Boston | MA | 02/2015 | 05/2025 |
| Integrated Wealth Concepts Llc | Waltham | MA | 08/2025 | Present |
| Integrated Wealth Concepts Llc | Waltham | MA | 05/2025 | 08/2025 |
08/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: COREY WEALTH PARTNERS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 08/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS. Phoenixville Area Soccer Club - Youth Soccer Instructor - Non-investment related - PO Box 136 Phoenixville, PA 19460 - 16 hours per month (none during trading hours) - 5/2/2022 start date Elite Next Level Training (ENLT) - Sole Proprietor - Soccer coaching business - Non-investment related - Same address as residence - 12-20 hours per month (none during trading hours) - 11/11/2024 start date
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-13 |
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