Dana Lashbaugh

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	2026-02-20

WA RA
APPROVED

Since 2026-02-20

Branch Locations

1910 120Th Place Se Suite 201, Everett, WA 98208 • 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	02/2026	Present
The Cpa Group Pllc	Everett	WA	01/2019	Present
Arnies Restaurants Nw Inc	Edmonds	WA	12/2016	01/2019
Vine Dahlen Pplc Cpas	Lynnwood	WA	11/2015	12/2016

02/2026 → Present

Integrated Wealth Concepts Llc

Waltham, MA
01/2019 → Present

The Cpa Group Pllc

Everett, WA
12/2016 → 01/2019

Arnies Restaurants Nw Inc

Edmonds, WA
11/2015 → 12/2016

Vine Dahlen Pplc Cpas

Lynnwood, WA

Other Businesses

01/2019 - THE CPA GROUP PPLC - CPA FIRM - MANAGING MEMBER - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-01-16

S65 Uniform Investment Adviser Law Examination

2026-01-16

View on SEC IAPD

Current Employers

Integrated Wealth Concepts Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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