Leeanne Cardoza

Current Employers

Integrated Wealth Concepts Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED_RES	2026-01-05

CA RA
APPROVED_RES

Since 2026-01-05

Branch Locations

200 W Roseburg Avenue, Modesto, CA 95350 • 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
Grimbleby & Coleman Accountants	Modesto	CA	08/2014	Present
Integrated Wealth Concepts	Waltham	MA	10/2025	Present

08/2014 → Present

Grimbleby & Coleman Accountants

Modesto, CA
10/2025 → Present

Integrated Wealth Concepts

Waltham, MA

Other Businesses

08/2014 - GRIMBLEY & COLEMAN ACCOUNTANTS - CPA FIRM - PARTNER - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS 10/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: GC WEALTH - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Current Employers

Integrated Wealth Concepts Llc

Disclosures

Employment History

Other Businesses

Other Firms

Other Investors

Other Offices

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