Marquis Richardson

Current Employers

Integrated Wealth Concepts Llc

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

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2025-11-06

WA RA
APPROVED

Since 2025-11-06

Branch Locations

3025 Harborview Drive, Gig Harbor, WA 98335 • 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
Integrated Wealth Concepts Llc	Waltham	MA	11/2025	Present
Konvergent Wealth Partners	Gig Harbor	WA	02/2023	Present
Bitwise Industries	Fresno	CA	09/2022	02/2023
Unemployed	Seattle	WA	07/2022	09/2022
Universal Cells	Seattle	WA	02/2021	07/2022
Oregon State University	Corvallis	OR	09/2016	06/2021
High School	Seattle	WA	01/2014	09/2016

11/2025 → Present

Integrated Wealth Concepts Llc

Waltham, MA
02/2023 → Present

Konvergent Wealth Partners

Gig Harbor, WA
09/2022 → 02/2023

Bitwise Industries

Fresno, CA
07/2022 → 09/2022

Unemployed

Seattle, WA
02/2021 → 07/2022

Universal Cells

Seattle, WA
09/2016 → 06/2021

Oregon State University

Corvallis, OR
01/2014 → 09/2016

High School

Seattle, WA

Other Businesses

11/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: KONVERGENT WEALTH PARTNERS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 11/6/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-10-25

S65 Uniform Investment Adviser Law Examination

2025-10-25

View on SEC IAPD

Current Employers

Integrated Wealth Concepts Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

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