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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-04-20 |
Branch Locations
851 Franklin Lake Road Suite 103, Franklin Lakes, NJ 07417 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berson & Corrado Investment Advisors, Ll | Ramsey | NJ | 09/2007 | 04/2020 |
| Integrated Wealth Concepts, Llc | Waltham | MA | 04/2020 | Present |
1 -09/1/2007 - ANTHONY MAROTTI MEMORIAL SCHOLARSHIP FOUNDATION - PRESIDENT - NON-INV REL - 1 HOUR PER WEEK/4 HOURS PER MONTH - 0 HOURS DURING TRADING HOURS - SCHOLARSHIP FUND, YOUTH SPORTS DONATIONS 2 - 01/2013 - UNION COLLEGE FIGHTING DUTCHMEN GRIDIRON CLUB - BOARD MEMBER - NON-INV REL - 0.5 HOUR PER WEEK/2 HOURS PER MONTH - 0 HOURS DURING TRADING HOURS - BOOSTER CLUB FOR FOOTBALL TEAM 3 - 07/2022 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) GUARNIERI WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/21/2022 - 160 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-25 |
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