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John Connor Murtagh

Integrated Wealth Concepts LLC

Boston, MA

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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-04-10
  • MA RA
    APPROVED
    Since 2026-04-10

Branch Locations

Boston, MA • 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
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-01
  • S66 Uniform Combined State Law Examination
    2019-02-01
Designations
Other Names
  • Jc Murtagh
  • John Murtagh
  • Joh Murtagh
  • John Connor Murtagh
  • John-Connor Murtagh

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