Best Investors Account Sign in
Claim This Profile
Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-04-23
  • MA RA
    APPROVED
    Since 2026-04-23

Branch Locations

200 5Th Avenue Suite 4010, Waltham, MA 02451 • 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
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 → Present
    Waltham, MA
  • 10/2024 → Present
    Lpl Financial
    Waltham, MA
  • 01/2016 → 09/2024
    Student
    Chestnut Hill, MA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-07
  • S65 Uniform Investment Adviser Law Examination
    2025-05-07

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Waltham, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor