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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
100 Westminister Street Suite 500, Providence, RI 02903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Piccerelli, Gilstein & Co, Llp | Providence | RI | 11/1979 | 07/2022 |
| Lpl Financial Llc | Providence | RI | 01/2017 | 12/2023 |
| Integrated Wealth Concepts Llc | Providence | RI | 01/2017 | Present |
| Marcum Llp | Providence | RI | 07/2022 | Present |
1) 07/2022 - Marcum LLP - CPA Affiliate Program - inv rel - at reported business location(s) - Providence, RI - accounting and tax services to clients 2) 01/16/2017 - Tikoian Construction - Family Business - Smithfield, RI - Treasurer - do payroll for brother, only employee of company - start: 11/15/1983 - 20 hr/mth 3) 01/16/2017 - Providence College - Providence, RI - teacher - start: 01/01/2001 - 8 hr/mth 4)01/01/2001 - LAUDERDALE ASSOCIATES, LLC - Real Estate Rental - Providence, RI 5) 01/16/2017 - WEYBOSSET ORANGE ASSOCIATES, LLC - Real Estate Rental - Providence, RI 6)01/16/2017 - CFS Partners - Real Estate Rental - Cranston, RI 7) 01/16/2017 - Peter H Seidenberg Charitable Remainer Unitrust - Act in a Fiduciary Capacity - start: 11/30/2006 8) 9/1/2017 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR / CPA Partner - 10 Hours Per Month. 9) 9/1/2017 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR / CPA Partner - 10 Hours Per Month - I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 01/2017. I expect to spend approximately 10 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 10) 12/29/2020 - Greenwood Credit Union - Not Investment Related - 2669 Post Road, Warwick, RI 02886 - Non-Profit Board Member - Started 08/25/2020 - 3 Hours Per Month/0 Hours During Securities Trading - Board of Directors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-22 |
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