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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-06 |
| CA | RA | APPROVED | 2023-02-01 |
Branch Locations
12555 High Bluff Drive Suite 210, San Diego, CA 92130 • United States
2 disclosure categories 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 | 11/2012 | Present |
| Integrated Wealth Concepts, Llc | Waltham | MA | 02/2023 | Present |
1. Name of Outside Business or Organization: Dillon Foundation Address: PO Box 454, Boulder, MT 59632 Title: Board Member Description of Business or Organization: Foundation that helps underpriviledged children Description of Duties or Responsibilities: Assist with budget needs for the foundation. Start Date: 01/01/2001 Hours Devoted to OBA Monthly: 0 during trading hrs. / 8 during non-trading hrs. 2. 02/01/2023 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: LAUREL WEALTH ADVISORS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 02/01/2023 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-14 |
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