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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-13 |
| FL | RA | APPROVED | 2019-01-29 |
Branch Locations
999 Ponce De Leon Boulevard Suite 830, Coral Gables, FL 33134 • United States
9300 S. Dadeland Blvd. Suite 600, Miami, FL 33156 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T2 Technalytics | Miami | FL | 06/2011 | Present |
| Lincoln Financial Advisors Corporation | Boca Raton | FL | 03/2016 | 08/2017 |
| Jasko Corp. | Miami | FL | 10/2017 | 06/2018 |
| Integrated Wealth Concepts | Waltham | MA | 01/2019 | Present |
| Ksdt & Co. Cpas | Miami | FL | 07/2018 | Present |
1. Timothy Thielen, 11411 Southwest 109th Street, Suite Z, Category: Insurance Investment-Related: Yes Title: Agent Duties: offers disability insurance, fixed annuities, long-term care insurance and traditional life insurance products Start Date: 2/2014 Hours per month: 60 Hours per month during trading hours: 10 2. 07/2018 - KSDT & Co CPAs AT REPORTED LOCATION - CPA FIRM - NON-INV RELATED - HOURS PER MONTH 140 - HOURS PER MONTH PER TRADING HOURS - 140
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-01-29 |
| S65 | Uniform Investment Adviser Law Examination | 2014-01-21 |
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