Courtney Dunnells

Current Employers

Integrated Wealth Concepts Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-05-12
NH	RA	APPROVED	2026-05-07
TX	RA	APPROVED	2026-05-07

MA RA
APPROVED

Since 2026-05-12
NH RA
APPROVED

Since 2026-05-07
TX RA
APPROVED

Since 2026-05-07

Branch Locations

Londonberry, NH • United States

10 City Square 5Th Floor, Charlestown, MA 02129 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boston	MA	06/2019	07/2020
Unemployed	Sunapee	NH	12/2018	06/2019
Bryant University	Smithfield	RI	09/2015	12/2018
Office Of Residence Life At Bryant University (Work Study)	Smithfield	RI	09/2017	12/2018
The Athletics Department At Bryant University (Work Study)	Smithfield	RI	01/2017	12/2018
Merrill Lynch Pierce Fenner & Smith	Manchester	NH	09/2018	12/2018
Merrill Lynch Pierce Fenner & Smith	Manchester	NH	06/2018	09/2018
Mascoma Savings Bank	White River Junction	VT	05/2017	08/2017
Connecting For Children And Families (Work Study Through Bryant)	Woonsocket	RI	11/2015	12/2016
Quack Shack	Sunapee	NH	05/2015	09/2017
Bank Of America, N.A.	Boston	MA	09/2019	07/2020
The Colony Group	Boston	MA	07/2020	10/2021
Ameriprise Financial Services, Llc	Charlestown	MA	10/2021	05/2026
Integrated Wealth Concepts Llc	Waltham	MA	05/2026	Present

06/2019 → 07/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA
12/2018 → 06/2019

Unemployed

Sunapee, NH
09/2015 → 12/2018

Bryant University

Smithfield, RI
09/2017 → 12/2018

Office Of Residence Life At Bryant University (Work Study)

Smithfield, RI
01/2017 → 12/2018

The Athletics Department At Bryant University (Work Study)

Smithfield, RI
09/2018 → 12/2018

Merrill Lynch Pierce Fenner & Smith

Manchester, NH
06/2018 → 09/2018

Merrill Lynch Pierce Fenner & Smith

Manchester, NH
05/2017 → 08/2017

Mascoma Savings Bank

White River Junction, VT
11/2015 → 12/2016

Connecting For Children And Families (Work Study Through Bryant)

Woonsocket, RI
05/2015 → 09/2017

Quack Shack

Sunapee, NH
09/2019 → 07/2020

Bank Of America, N.A.

Boston, MA
07/2020 → 10/2021

The Colony Group

Boston, MA
10/2021 → 05/2026

Ameriprise Financial Services, Llc

Charlestown, MA
05/2026 → Present

Integrated Wealth Concepts Llc

Waltham, MA

Previous Registrations

2023-05-03 → 2026-05-15

Ameriprise Financial Services, Llc

Charlestown, MA

Londonderry, NH
2019-10-10 → 2020-07-17

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

Boston, MA

Other Businesses

05/2026 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: CITY SQUARE WEALTH MANAGEMENT - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 05/2026 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - 10 Hours Per Month/5 Hours During Securities Trading - Time Spent 10% - Fixed annuities, fixed life, LTC.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-10-09

S66 Uniform Combined State Law Examination

2019-10-09

Designations

Other Names

Courtney Dunnells
Courtney Pauline Dunnells

View on SEC IAPD