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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-09 |
Branch Locations
533 S. Vinewood Street, Escondido, CA 92019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | San Diego | CA | 07/2014 | 12/2018 |
| Independent Financial Partners | Tampa | FL | 07/2014 | 12/2018 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 12/2018 | 01/2025 |
| Triad Advisors | Norcross | GA | 01/2019 | 01/2025 |
| Integrated Wealth Concepts Llc | Waltham | MA | 01/2025 | Present |
1) Appointment with multiple carriers ; investment related ; 533 S. Vinewood Street Escondido CA 92029 ; insurance ; investment advisor ; 11/14/2018 ; 80 hrs/month ; 2 hrs during trading ; investment advice 2 - 01/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: RETIREMENTDNA - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 01/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-28 |
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