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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-27 |
| TX | RA | APPROVED | 2026-03-27 |
Branch Locations
11080 Circle Point Road Suite 210, Westminster, CO 80021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Westminster | CO | 08/2019 | 03/2020 |
| Lynn University | Boca Raton Florida | FL | 08/2018 | 08/2019 |
| Noble Capital Markets | Boca Raton | FL | 05/2018 | 08/2018 |
| Lynn University | Boca Raton | FL | 09/2017 | 05/2018 |
| Western Aero Services, Inc. | Denver | CO | 05/2017 | 09/2017 |
| Lynn University | Arvada | CO | 08/2015 | 05/2017 |
| Ameriprise Financial Services, Llc | Westminster | CO | 03/2020 | 03/2026 |
| Integrated Wealth Concepts, Llc | Waltham | MA | 03/2026 | Present |
03/2026 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: BRICK BY BRICK WEALTH ADVISORS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 03/2026 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-23 |
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