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6265 Greenwich Drive Ste. 150, San Diego, CA 92122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| LA | RA | APPROVED | 2023-11-13 |
Branch Locations
Baton Rouge, LA • United States
6265 Greenwich Drive Ste. 150, San Diego, CA 92122 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Laurel Wealth Advisors | Solana Beach | CA | 02/2014 | 02/2023 |
| Integrated Wealth Concepts, Llc | Waltham | MA | 02/2023 | Present |
| Axion Wealth Advisors | San Diego | CA | 10/2023 | Present |
1. 02/01/2023 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: JACKEY ROBINSON GROUP - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 02/01/2023 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 2. independent licensed insurance agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-30 |
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