Allison Golden Gaines

Current Employers

Integrated Wealth Concepts Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED_RES	2025-11-24

MA RA
APPROVED_RES

Since 2025-11-24

Branch Locations

1191 Chestnut Street Suite 2-6, Newton Upper Falls, MA 02464 • 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	08/2025	Present
Gaines Deluca Cpa Llc	Newton Upper Falls	MA	09/2023	Present
Samet & Company Pc	Chestnut Hill	MA	07/2019	08/2023
Blum Shapiro & Company Pc	Quincy	MA	01/2015	06/2019

08/2025 → Present

Integrated Wealth Concepts Llc

Waltham, MA
09/2023 → Present

Gaines Deluca Cpa Llc

Newton Upper Falls, MA
07/2019 → 08/2023

Samet & Company Pc

Chestnut Hill, MA
01/2015 → 06/2019

Blum Shapiro & Company Pc

Quincy, MA

Other Businesses

09/2023 - GAINES DELUCA CPA LLC - PARTNER - CPA FIRM - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS

Current Employers

Integrated Wealth Concepts Llc

Disclosures

Employment History

Other Businesses

Other Firms

Other Investors

Other Offices

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