Best Investors Account Sign in
Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-07-13
FL RA APPROVED 2019-01-29
  • TX RA
    APPROVED_RES
    Since 2023-07-13
  • FL RA
    APPROVED
    Since 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

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
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
  • 06/2011 → Present
    T2 Technalytics
    Miami, FL
  • 03/2016 → 08/2017
    Lincoln Financial Advisors Corporation
    Boca Raton, FL
  • 10/2017 → 06/2018
    Jasko Corp.
    Miami, FL
  • 01/2019 → Present
    Integrated Wealth Concepts
    Waltham, MA
  • 07/2018 → Present
    Ksdt & Co. Cpas
    Miami, FL
Previous Registrations
  • 2016-03-08 → 2017-08-07
    Osaic Fa, Inc.
    Boca Raton, FL
    Deerfield Beach, FL
  • 2014-02-12 → 2015-02-06
    Sea Change Capital Advisors, Llc
    Plantation, FL
  • 2009-10-19 → 2011-05-18
    Msi Financial Services, Inc.
    Plantation, FL
  • 2007-04-02 → 2008-12-31
    Tm Financial, Inc.
    Davie, FL
  • 2002-09-11 → 2007-02-22
    Msi Financial Services, Inc.
    Plantation, FL
    Plantation, FL
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-01-29
S65 Uniform Investment Adviser Law Examination 2014-01-21
  • S63 Uniform Securities Agent State Law Examination
    2015-01-29
  • S65 Uniform Investment Adviser Law Examination
    2014-01-21
Other Names
  • Tim Thielen

View on SEC IAPD

More in Coral Gables, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor