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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newton | MA | 09/2018 | 10/2020 |
| Plt4M | Weston | MA | 09/2016 | 09/2018 |
| Wayland High School | Wayland | MA | 08/2016 | 11/2018 |
| Bank Of America, N.A. | Newton | MA | 10/2018 | 10/2020 |
| Triad Advisors Llc | Norcross | GA | 10/2020 | 04/2022 |
| Newedge Advisors, Llc | New Orleans | LA | 10/2020 | 04/2022 |
| The Clifford Group Llc | Wayland | MA | 03/2022 | 04/2026 |
| Integrated Wealth Concepts Llc | Waltham | MA | 04/2026 | Present |
1)The Parmenter Foundation. Not investment-related. 260 Boston Post Road, Suite 5, Wayland, MA 01778. Charitable organization in the Midwest community providing bereavement and end-of-life care services. Finance Committee. Start date 6/2021. 1 hr/month;0 hrs during trading. Vote to approve/disapprove grants, vote on budget management for the foundation, support the Parmenter mission's goals and strategies. 2)Insurance Sales; Same Address; Investment Related; Appx. 10% of the time during the month. 3) 04/06/2026 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: THE MURTAGH GROUP - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-01 |
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