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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
200 W Roseburg Avenue, Modesto, CA 95350 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
05/2019 - 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.
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