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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2025-10-02
  • CA RA
    APPROVED_RES
    Since 2025-10-02

Branch Locations

21600 Oxnard Street Suite 2000, Woodland Hills, CA 91367 • 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
Duffy Kruspodin Llp Woodland Hills CA 01/2007 Present
Integrated Wealth Concepts Llc Waltham MA 09/2025 Present
Other Businesses

1. 01/2007 - DUFFY KRUSPODIN LLC - CPA FIRM - PARTNER - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS 2. 09/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: DK WEALTH MANAGEMENT - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 09/2025 - 1 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

View on SEC IAPD

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