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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-14 |
| MA | RA | APPROVED | 2024-10-08 |
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 |
|---|---|---|---|---|
| Providence College | Providence | RI | 09/2014 | 05/2018 |
| Putnam Investments | Boston | MA | 06/2017 | 08/2017 |
| Morgan Stanley | Boston | MA | 06/2018 | 07/2024 |
| Claro Advisors, Llc | Boston | MA | 07/2024 | 11/2024 |
| Integrated Wealth Concepts Llc | Waltham | MA | 09/2024 | Present |
09/2024 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: GENERATION CAPITAL WEALTH - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 09/26/2024 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-24 |
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