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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-08-06 |
| FL | RA | APPROVED | 2025-07-25 |
Branch Locations
1 Beacon Street 15Th Floor, Boston, MA 02108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Riverview Capital Advisers, Llc | Boston | MA | 11/2018 | 05/2021 |
| Illume | Boston | MA | 09/2014 | 08/2018 |
| Jobletics | Somerville | MA | 12/2017 | 10/2018 |
| Resolute Financial, Llc | Boston | MA | 06/2021 | 02/2023 |
| Ep Wealth Advisors, Llc. | Torrance | CA | 02/2023 | 06/2025 |
| Integrated Wealth Concepts Llc | Waltham | MA | 06/2025 | Present |
06/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: GENERATION CAPITAL ADVISORS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 06/16/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-16 |
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