Courtney Brown

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	2025-07-22

CA RA
APPROVED_RES

Since 2025-07-22

Branch Locations

2050 Main Street Suite 1300, Irvine, CA 92614 • 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
Integrated Wealth Concepts Llc	Waltham	MA	06/2025	Present
Windes	Irvine	CA	10/2010	Present

06/2025 → Present

Integrated Wealth Concepts Llc

Waltham, MA
10/2010 → Present

Windes

Irvine, CA

Other Businesses

10/2010 - WINDES - CPA FIRM - CPA PARTNER - NON-INV REL - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS 06/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: WINDES WEALTH MANAGEMENT - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 06/2025 - 5 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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