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Inactive

Eric Daniel

Integrated Wealth Concepts LLC

Gig Harbor, WA

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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2021-12-13
  • WA RA
    APPROVED
    Since 2021-12-13

Branch Locations

3025 Harborview Drive, Gig Harbor, WA 98335 • 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
Ameriprise Financial Services, Inc El Segundo CA 08/2019 01/2021
Unemployed Ventura CA 05/2018 08/2019
California Lutheran University Thousand Oaks CA 06/2014 05/2018
Integrated Wealth Concepts, Llc Waltham MA 01/2021 Present
  • 08/2019 → 01/2021
    Ameriprise Financial Services, Inc
    El Segundo, CA
  • 05/2018 → 08/2019
    Unemployed
    Ventura, CA
  • 06/2014 → 05/2018
    California Lutheran University
    Thousand Oaks, CA
  • 01/2021 → Present
    Integrated Wealth Concepts, Llc
    Waltham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-23
  • S65 Uniform Investment Adviser Law Examination
    2021-01-23

View on SEC IAPD

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CONESTOGA WEALTH PARTNERS · GIG HARBOR, WA
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