Best Investors Account Sign in
Inactive

Alexis Hundley

Integrated Wealth Concepts LLC

Redlands, CA

Claim This Profile
Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2026-04-02
  • CA RA
    APPROVED_RES
    Since 2026-04-02

Branch Locations

2068 Orange Tree Lane Suite 100, Redlands, CA 92374 • 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
OrganizationCityStateFromTo
Soren Mcadam Llp Redlands CA 01/2005 Present
Integrated Wealth Concepts Llc Waltham MA 03/2026 Present
Other Businesses

01/2005 - SOREN MCADAMS LLP - CPA FIRM - PARTNER - NON-INV REL - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS

View on SEC IAPD

Other Firms

DILIGENT INVESTORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
BOSMAN WEALTH MANAGEMENT, LLC
PRIVATE MANAGEMENT GROUP INC
J.P. MORGAN SECURITIES LLC

Other Investors

HENK JUERGEN FISCHER
JAMES ALLEN WILSON
CHRISTOPHER AARON PALMER
JOAN HSU
PATRICK MICHAEL RYAN
LARRY GORDON ETZWEILER
JULIA NICOLE NAMAN
JOHN JEFFREY MARVIN

Other Offices

DILIGENT INVESTORS, LLC · REDLANDS, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · REDLANDS, CA
EAGLE STRATEGIES LLC · Redlands, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Redlands, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Redlands, CA
EDWARD JONES · REDLANDS, CA
BOSMAN WEALTH MANAGEMENT, LLC · REDLANDS, CA
PRIVATE MANAGEMENT GROUP INC · Redlands, CA

More in Redlands, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor