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Inactive

Livia Benjamin

Integrated Wealth Concepts LLC

La Jolla, CA

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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2025-01-07
  • CA RA
    APPROVED_RES
    Since 2025-01-07

Branch Locations

4225 Executive Square Suite 900, La Jolla, CA 92037 • 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
Duffy Kruspodin, Llp La Jolla CA 12/2004 Present
Integrated Wealth Concepts Llc Waltham MA 01/2025 Present
Other Businesses

12/2004 - DUFFY KRUSPODIN, LLC - PARTNER - CPA FIRM - NON-INV REL - AT REPORTED LOCATION(S) - START DATE - 12/2004 - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS

View on SEC IAPD

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