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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-16 |
| CT | RA | APPROVED | 2025-12-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dynamic Wealth Advisors Dba Fair Street Advisors | Phoenix | AZ | 04/2014 | 12/2025 |
| Sungarden Fund Management, Llc | Guilford | CT | 07/2016 | 05/2019 |
| Integrated Wealth Concepts, Llc | Waltham | MA | 12/2025 | Present |
MR. ESPOSITIO IS A PRACTICE MANAGEMENT COACH, HE PROVIDES COACHING TO INDEPENDANT ADVISORS ENTERING THE WEALTH MANAGEMENT INDUSTRY. HE STARTED THIS ACTIVITY IN 2021. THIS ACTIVY IS INVESTMENT RELATED AND MR. ESPOSITIO IS COMPENSATED FOR THIS ACTIVITY. MR. ESPOSITO IS AN INDEPENDENT LIFE INSURANCE AGENT WITH VARIOUS INSURANCE COMPANIES AND RECEIVES COMMISSIONS IN CONNECTION WITH THESE PRODUCTS IF IMPLEMENTED BY CLIENTS. THIS ACTIVITY IS INVESTMENT RELATED. MR. ESPOSITO OWNS A RENTAL PROPERTY IN CT THAT HE RECEIVES INCOME FOR WHEN IT IS RENTED. THIS ACTIVITY IS NOT INVESTMENT RELATED. 12/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: FAIR STREET ADVISORS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 12/05/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-03-15 |
| S65 | Uniform Investment Adviser Law Examination | 1995-01-16 |
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