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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-07-07 |
| IL | RA | APPROVED | 2021-04-22 |
| LA | RA | APPROVED | 2021-04-16 |
| TX | RA | APPROVED | 2021-04-16 |
Branch Locations
200 5Th Ave Suite 4010, Waltham, MA 02451 • United States
Algonquin, IL • 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 |
|---|---|---|---|---|
| Wayne Hummer Investments | Chicago | IL | 04/2004 | 04/2021 |
| Integrated Wealth Concepts | Algonquin | IL | 04/2021 | Present |
1. 04/2021 - Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 04/16/2021 - 160 Hours Per Month/160 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Integrated Wealth Concepts LLC, an independent investment advisor firm. I started this business activity in 04/16/2021. I expect to spend approximately 160 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. 2. 04/2021 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Creidim Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 04/16/2021 - 160 Hours Per Month During Securities Trading. 3. 04/16/2021 - - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 04/16/2021 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 | 1997-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-06 |
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