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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2026-01-05 |
Branch Locations
4365 Executive Drive Suite 1500, La Jolla, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Duffy Kruspodin Llp | San Diego | CA | 02/2011 | Present |
| Integrated Wealth Concepts Llc | Waltham | MA | 09/2025 | Present |
1. 02/2011 - DUFFY KRUSPODIN LLP - 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.
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