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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-23 |
Branch Locations
200 5Th Avenue Suite 4010, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Waltham | MA | 04/2026 | Present |
| Lpl Financial | Waltham | MA | 10/2024 | Present |
| Student | Chestnut Hill | MA | 01/2016 | 09/2024 |
04/2026 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: INTEGRATED FINANCIAL PARTNERS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - 80 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-07 |
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