Caroline Mulcahy Shoener

Current Employers

Integrated Wealth Concepts Llc

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2026-07-06

IL RA
APPROVED

Since 2026-07-06

Branch Locations

Elmhurst, IL • 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

Organization	City	State	From	To
21St Century Charter School	Gary	IN	07/2015	07/2017
Mastery Charter Schools	Philadelphia	PA	07/2017	07/2019
Vestor Capital, Llc	Chicago	IL	07/2019	10/2021
Hightower Advisors	Chicago	IL	10/2021	Present
Integrated Wealth Concepts	Waltham	MA	07/2026	Present

07/2015 → 07/2017

21St Century Charter School

Gary, IN
07/2017 → 07/2019

Mastery Charter Schools

Philadelphia, PA
07/2019 → 10/2021

Vestor Capital, Llc

Chicago, IL
10/2021 → Present

Hightower Advisors

Chicago, IL
07/2026 → Present

Integrated Wealth Concepts

Waltham, MA

Previous Registrations

2021-10-11 → 2026-07-06

Hightower Advisors, Llc

Oak Brook, IL

Chicago, IL
2021-01-29 → 2021-11-01

Vestor Capital, Llc

Chicago, IL

Other Businesses

07/2026 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: INTEGRATED FINANCIAL PARNTERS - INV REL – AT REPORTED BUSINESS LOCATION(S) – REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 07/2026- 160 HOURS PER MONTH DURING SECURITIES TRADING

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-01-29

S65 Uniform Investment Adviser Law Examination

2021-01-29

Designations

Other Names

Caroline Mulcahy Mangan
Caroline Mulcahy Mangam

View on SEC IAPD