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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 2025-06-11
  • CA RA
    APPROVED_RES
    Since 2025-06-11

Branch Locations

200 W Roseburg Avenue, Modesto, CA 95350 • 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 05/2025 Present
Grimbleby Coleman Modesto CA 05/2019 Present
Crosspoint Community Church Modesto CA 08/2012 05/2019
  • 05/2025 → Present
    Waltham, MA
  • 05/2019 → Present
    Grimbleby Coleman
    Modesto, CA
  • 08/2012 → 05/2019
    Crosspoint Community Church
    Modesto, CA
Other Businesses

05/2019 - GRIMBLEY COLEMAN - CPA FIRM - PARTNER - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HOURS PER WEEK/160 HOURS PER SECURITIES TRADING HOURS 05/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: GC WEALTH ADVISORS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 05/05/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

View on SEC IAPD

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