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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-15 |
| MA | RA | APPROVED | 2024-10-08 |
Branch Locations
1 Beacon Street 15Th Floor, Boston, MA 02108 • United States
3080 Tamiami Trail E Suite 301, Naples, FL 34112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burlington | MA | 06/2016 | 02/2022 |
| Bank Of America, N.A. | Burlington | MA | 11/2017 | 02/2022 |
| Claro Advisors, Llc | Boston | MA | 02/2022 | 11/2024 |
| Integrated Wealth Concepts Llc | Waltham | MA | 10/2024 | Present |
09/2024 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: GENERATION CAPITAL WEALTH - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 09/26/2024 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 05/2026 - BUSINESS CONSULTING - CONSULTANT - INV RELATED - AT REPORTED LOCATION(S) - LESS THAN 1% OF TIME SPENT/LESS THAN 1% OF TIME SPENT DURING SECURITIES HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-24 |
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