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Inactive

Michael M. Tikoian

Integrated Wealth Concepts LLC

Providence, RI

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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APP_PEND_IARCE 2026-01-01
  • RI RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

100 Westminister Street Suite 500, Providence, RI 02903 • 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
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
  • 11/1979 → 07/2022
    Piccerelli, Gilstein & Co, Llp
    Providence, RI
  • 01/2017 → 12/2023
    Lpl Financial Llc
    Providence, RI
  • 01/2017 → Present
    Providence, RI
  • 07/2022 → Present
    Marcum Llp
    Providence, RI
Previous Registrations
  • 2017-02-20 → 2023-12-22
    Providence, RI
  • 2009-01-29 → 2017-02-08
    Osaic Fa, Inc.
    Providence, RI
    Glastonbury, CT
    Waltham, MA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-01-22
  • S66 Uniform Combined State Law Examination
    2009-01-22
Other Names
  • Michael M. Tokoian

View on SEC IAPD

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