Katherine Vander Veen

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	2026-03-20

CA RA
APPROVED_RES

Since 2026-03-20

Branch Locations

2068 Orange Tree Lane Suite 100, Redlands, CA 92346 • 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
Soren Mcadam, Llp	Redlands	CA	07/2009	Present
Integrated Wealth Concepts, Llc	Waltham	MA	03/2026	Present

07/2009 → Present

Soren Mcadam, Llp

Redlands, CA
03/2026 → Present

Integrated Wealth Concepts, Llc

Waltham, MA

Other Businesses

07/2009 - SOREN MCADAM LLP - CPA FIRM - PARTNER - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HOUR PER MONTH/160 HOURS PER SECURITIES TRADING HOURS

Current Employers

Integrated Wealth Concepts Llc

Disclosures

Employment History

Other Businesses

Other Names

Other Firms

Other Investors

Other Offices

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