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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-03-19 |
| TX | RA | APPROVED_RES | 2025-03-14 |
| CA | RA | APPROVED | 2024-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Capital Management | San Diego | CA | 01/2016 | 04/2019 |
| Sagepoint Financial, Inc | San Diego | CA | 02/2016 | 04/2019 |
| 24 Hour Fitness | San Diego | CA | 08/2014 | 11/2016 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 04/2019 | 01/2025 |
| Pb Shore Club | San Diego | CA | 03/2018 | 03/2020 |
| Triad Advisors | Norcross | GA | 05/2019 | 01/2023 |
| Integrated Wealth Concepts Llc | Waltham | MA | 01/2025 | Present |
Insurance-multiple carriers ; investment related ; wealth management & advisory services ; agent ; 4/26/2016 ; 20 hrs/month ; 2 hrs during trading ; provide array of fixed insurance products to meet clients financial planning needs- life, disability, ltc, etc. 01/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: RETIREMENTDNA - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 01/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-18 |
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