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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-02-01 |
Branch Locations
12555 High Bluff Drive Suite 210, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coastwise Capital Group, Llc | La Jolla | CA | 02/2012 | 04/2019 |
| Laurel Wealth Advisors | Solana Beach | CA | 04/2019 | Present |
| Laurel Wealth Advisors | Solana Beach | CA | 02/2021 | Present |
| Integrated Wealth Concepts, Llc | Waltham | MA | 02/2023 | Present |
1. 02/01/2023 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: LAUREL WEALTH ADVISORS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 02/01/2023 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-04 |
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