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Inactive

Beltran Maroto Tobias

Integrated Wealth Concepts LLC

Boston, MA

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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-12
MA RA APPROVED 2026-05-12
  • FL RA
    APPROVED
    Since 2026-08-12
  • MA RA
    APPROVED
    Since 2026-05-12

Branch Locations

1 Beacon Street, Boston, MA 02108 • 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
Buyer's Edge Platform Waltham MA 04/2021 02/2022
Buyer's Edge Platform Waltham MA 02/2022 08/2022
The Colony Group Boston MA 09/2022 01/2025
Focus Partners Wealth, Llc St. Louis MO 01/2025 04/2026
Bentley University Waltham MA 08/2018 05/2021
Endicott College Beverly MA 08/2017 05/2018
Medex Healthcare Madrid 06/2020 08/2020
Sidekick Sports Academy Waltham MA 05/2018 07/2018
Staples Acton MA 01/2020 04/2021
Lexington United Soccer Club Lexington MA 05/2015 08/2017
Integrated Wealth Concepts Llc Waltham MA 04/2026 05/2026
Integrated Wealth Concepts Llc Waltham MA 05/2026 Present
  • 04/2021 → 02/2022
    Buyer's Edge Platform
    Waltham, MA
  • 02/2022 → 08/2022
    Buyer's Edge Platform
    Waltham, MA
  • 09/2022 → 01/2025
    The Colony Group
    Boston, MA
  • 01/2025 → 04/2026
    Focus Partners Wealth, Llc
    St. Louis, MO
  • 08/2018 → 05/2021
    Bentley University
    Waltham, MA
  • 08/2017 → 05/2018
    Endicott College
    Beverly, MA
  • 06/2020 → 08/2020
    Medex Healthcare
    Madrid
  • 05/2018 → 07/2018
    Sidekick Sports Academy
    Waltham, MA
  • 01/2020 → 04/2021
    Staples
    Acton, MA
  • 05/2015 → 08/2017
    Lexington United Soccer Club
    Lexington, MA
  • 04/2026 → 05/2026
    Integrated Wealth Concepts Llc
    Waltham, MA
  • 05/2026 → Present
    Integrated Wealth Concepts Llc
    Waltham, MA
Previous Registrations
Other Businesses

05/2026 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: GENERATION CAPITAL ADVISORS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-17
  • S65 Uniform Investment Adviser Law Examination
    2025-11-17

View on SEC IAPD

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