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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-02-26 |
Branch Locations
210 Commerce Way Suite 230, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Portsmouth | NH | 08/2021 | 02/2024 |
| Abcd Dorchester Head Start | Dorchester | MA | 09/2020 | 08/2021 |
| Mgh Children's Center | Charlestown | MA | 07/2020 | 09/2020 |
| Head Start | Laconia | NH | 06/2018 | 06/2019 |
| Harts Turkey Farm | Meredith | NH | 05/2016 | 08/2017 |
| Unemployed | Gold Coast | 07/2019 | 07/2020 | |
| University Of New Hampshire | Durham | NH | 08/2014 | 05/2018 |
| Integrated Wealth Concepts Llc | Waltham | MA | 02/2024 | Present |
02/26/2024 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: COFI ADVISORS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 02/26/2024 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-02 |
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