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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-12 |
Branch Locations
Wilmington, MA • United States
10 City Square 5Th Floor, Charlestown, MA 02129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Charlestown | MA | 07/2008 | 03/2020 |
| Ameriprise Financial Services, Llc | Charlestown | MA | 03/2020 | 05/2026 |
| Integrated Wealth Concepts Llc | Waltham | MA | 05/2026 | Present |
Board of Directors; Wilmington Little League; Minor League Representative; PO Box 328, , Wilmington, MA, 1887; Not Investment-Related; 11/01/2021; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Ironsides Operational Support LLC; Office Manager and Client Service Representative; Manage advisory business; 10 City Square, 5th Floor, Charlestown, MA, 02129; Investment-Related; 03/01/2014; 40 to 59 hours per month; 40 to 59 during trading hours. 05/2026 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: CITY SQUARE WEALTH MANAGEMENT - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-08 |
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