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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2025-06-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grimbleby Coleman Advisors & Accountants | Modesto | CA | 05/2022 | Present |
| Integrated Wealth Concepts Llc | Waltham | MA | 05/2025 | Present |
| Encompass Health | Modesto | CA | 09/2019 | 06/2022 |
| Grimbleby Coleman Advisors & Accountants | Modesto | CA | 10/2014 | 09/2019 |
05/2022 - GRIMBLEY COLEMAN ADVISORS & ACCOUNTANTS - CPA FIRM - SENIOR MANAGER - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS 05/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: GC WEALTH MANAGEMENT - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 02/12/2025 - 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
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