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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-09-12 |
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 |
|---|---|---|---|---|
| Bankers Life & Casualty | University Place | WA | 04/2012 | 04/2019 |
| Bankers Life Securities Inc. | University Place | WA | 11/2018 | 04/2019 |
| Packerland Brokerage Services Inc | Green Bay | WI | 07/2019 | 07/2020 |
| Gradient Securities, Llc | Arden Hills | MN | 07/2020 | 12/2021 |
| The Medicare Exchange | Tacoma | WA | 04/2019 | 12/2023 |
| Anchor Financial Llc | Tacoma | WA | 02/2022 | 01/2024 |
| Edward Jones | St Louis | MO | 01/2024 | 09/2025 |
| Integrated Wealth Concepts Llc | Waltham | MA | 09/2025 | Present |
Rental Property Type of business: Rental Steilacoom, WA Start date: 1/1/2018 Owner Hours per week: 0 Hours during trading: 0 Just the owner of the rental. Will do repairs and maintenance as needed. ***** "American Senior Benefits Type: Date: 04/19/19 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: No Responsibilities City-State: Olathe KS" 09/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: KONVEX WEALTH - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 09/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-08 |
| S65 | Uniform Investment Adviser Law Examination | 2021-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-21 |
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