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Christopher Gabriel Torres

Integrated Wealth Concepts LLC

North Attleboro, 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
RI RA APPROVED 2024-01-01
  • MA RA
    APPROVED
    Since 2024-01-24
  • RI RA
    APPROVED
    Since 2024-01-01

Branch Locations

195 Chestnut Street, North Attleboro, MA 02760 • 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
Purshe Kaplan Sterling Investments Albany NY 07/2016 10/2016
Taylor & Company Pc North Attleboro MA 01/2015 Present
Integrated Wealth Concepts Llc Waltham MA 12/2023 Present
  • 07/2016 → 10/2016
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 01/2015 → Present
    Taylor & Company Pc
    North Attleboro, MA
  • 12/2023 → Present
    Integrated Wealth Concepts Llc
    Waltham, MA
Previous Registrations
  • 2016-09-21 → 2016-10-26
    Mcadam Llc
    Boston, MA
    Radnor, PA
Other Businesses

01/2015 - TAYLOR & COMPANY PC - PARTNER - CPA PRACTICE - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-29
S63 Uniform Securities Agent State Law Examination 2016-07-21
  • S65 Uniform Investment Adviser Law Examination
    2023-12-29
  • S63 Uniform Securities Agent State Law Examination
    2016-07-21

View on SEC IAPD

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Other Investors

Christopher David Gauthier
VANNAK SAO
Christopher J Kheirallah
TROY J BOTTS
MICHAEL TAYLOR
JAMES M CASTRO
DWAYNE KENNETH DEMOND
CARYN MARIE MCGRATH

Other Offices

PROACTIVE FINANCIAL SOLUTIONS 360, LLC · NORTH ATTLEBORO, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NORTH ATTLEBORO, MA
MML INVESTORS SERVICES, LLC · NORTH ATTLEBORO, MA
CONSTANT GUIDANCE FINANCIAL, LLC · NORTH ATTLEBORO, MA
LECHNER ASSOCIATES · NORTH ATTLEBORO, MA
AMERIPRISE FINANCIAL SERVICES, LLC · North Attleboro, MA
PROFESSIONAL MANAGEMENT ASSOCIATES, INC. · NORTH ATTLEBORO, MA
CONCURRENT INVESTMENT ADVISORS, LLC · North Attleborough, MA

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