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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-01-03 |
Branch Locations
3220 Rosedale Street Nw Suite 200, Gig Harbor, WA 98335 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2022 | Present |
| Konvergent Wealth Partners | Gig Harbor | WA | 07/2021 | 07/2025 |
| Seattle Children's Hospital | Seattle | WA | 05/2021 | 07/2021 |
| University Veterinary Hospital | Shreveport | LA | 05/2020 | 05/2021 |
| Clark College | Vancouver | WA | 09/2016 | 06/2018 |
| Louisiana State University In Shreveport | Shreveport | NY | 08/2018 | 05/2020 |
| Integrated Wealth Concepts, Llc | Waltham | MA | 01/2023 | Present |
1) Fixed Insurance, Ash Brokerage 2. Investment related - Yes 3. Address - 888 S Harrison St. #900, Fort Wayne, IN 46802 4. Nature - Fixed / Traditional Insurance 5. Agent 6. 06/2021 7. 10 hrs 8. 10 hrs 9. Sales of Fixed / Traditional insurance products 2) 01/2023 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: KONVEX WEALTH - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 01/2023 - 80 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-15 |
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