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Kempland Corbin Walley

Integrated Wealth Concepts LLC

Dallas, TX

CRD 8149883

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Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-11-03
  • TX RA
    APPROVED_RES
    Since 2025-11-03

Branch Locations

Dallas, TX • 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
University Of Michigan Ann Arbor MI 06/2020 07/2025
Integrated Wealth Concepts Llc Waltham MA 08/2025 Present
Pennsylvania State University College Of Medicine Hershey PA 07/2016 06/2020
Baylor, Scott & White Health Dallas TX 06/2025 Present
  • 06/2020 → 07/2025
    University Of Michigan
    Ann Arbor, MI
  • 08/2025 → Present
    Waltham, MA
  • 07/2016 → 06/2020
    Pennsylvania State University College Of Medicine
    Hershey, PA
  • 06/2025 → Present
    Baylor, Scott & White Health
    Dallas, TX

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