David Cox

Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → Present
  Duffy Kruspodin
  Woodland Hills, CA
• 01/2025 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Other Businesses

09/2012 - DUFFY KRUSPODIN LLP - PARTNER - CPA FIRM - NON-INV REL - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS 01/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: DK WEALTH MANAGEMENT - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 01/02/2025 - 25 HOURS PER MONTH DURING SECURITIES TRADING HOURS.