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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-12-11 |
Branch Locations
1504 E. Grand River Avenue Suite 201, East Lansing, MI 48823 • 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 |
|---|---|---|---|---|
| Invest Financial Corp | East Lansing | MI | 11/2003 | 12/2017 |
| Securities America, Inc. | East Lansing | MI | 12/2017 | 06/2024 |
| Securities America Advisors | East Lansing | MI | 12/2017 | 06/2024 |
| Osaic Wealth, Inc. | East Lansing | MI | 06/2024 | 12/2025 |
| Integrated Wealth Concepts Llc | Waltham | MA | 12/2025 | Present |
12/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: MORRISON NORDMANN - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 12/11/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 12/2025 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - 10 Hours Per Month/5 Hours During Securities Trading - Time Spent 10% - Fixed annuities, fixed life, LTC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-10 |
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