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John S Piantedosi

Integrated Wealth Concepts LLC

Waltham, MA

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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-01-24
  • MA RA
    APPROVED
    Since 2024-01-24

Branch Locations

200 5Th Avenue Suite 4010, Waltham, MA 02451 • 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
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Boston MA 03/2015 02/2022
Fidelity Personal And Workplace Advisors Boston MA 07/2018 02/2023
Integrated Wealth Concepts Llc Waltham MA 01/2024 Present
Lpl Financial Waltham MA 02/2023 Present
  • 03/2015 → 02/2022
    Fidelity Brokerage Services Llc
    Boston, MA
  • 07/2018 → 02/2023
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 01/2024 → Present
    Integrated Wealth Concepts Llc
    Waltham, MA
  • 02/2023 → Present
    Lpl Financial
    Waltham, MA
Previous Registrations
  • 2018-07-13 → 2023-03-27
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2017-09-22 → 2018-07-13
    Strategic Advisers Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-23
S63 Uniform Securities Agent State Law Examination 2015-06-16
  • S65 Uniform Investment Adviser Law Examination
    2017-08-23
  • S63 Uniform Securities Agent State Law Examination
    2015-06-16
Other Names
  • John Salvatore Piantedosi

View on SEC IAPD

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