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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2026-05-06 |
Branch Locations
10331 Stanford Avenue, Garden Grove, CA 92840 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Garden Grove Unified School District | Garden Grove | CA | 09/1997 | Present |
| Integrated Wealth Concepts Llc | Waltham | MA | 04/2026 | Present |
09/1997 - GARDEN GROVE UNIFIED SCHOOL DISTRICT - ASST SUPERINTENDENT OFFICE OF PERSONNEL SERVICES - NON-INV REL - AT REPORTED LOCATION(S) - 160 HOURS PER SECURITIES TRADING HOURS
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