David Cox

Current Employers

Integrated Wealth Concepts Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED_RES	2025-01-07

CA RA
APPROVED_RES

Since 2025-01-07

Branch Locations

21600 Oxnard Street Suite 2000, Woodland Hills, CA 91367 • 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

Organization	City	State	From	To
Duffy Kruspodin	Woodland Hills	CA	09/2012	Present
Integrated Wealth Concepts Llc	Waltham	MA	01/2025	Present

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.

Current Employers

Integrated Wealth Concepts Llc

Disclosures

Employment History

Other Businesses

Other Firms

Other Investors

Other Offices

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