Sara Elizabeth Parrish

Current Employers

Integrated Wealth Concepts Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-09-06

TX RA
APPROVED

Since 2025-09-06

Branch Locations

Houston, TX • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Axa Advisors, Llc	New York	NY	05/2009	06/2020
Equitable Advisors, Llc	New York	NY	05/2009	09/2025
Integrated Wealth Concepts Llc	Waltham	MA	09/2025	Present

05/2009 → 06/2020

Axa Advisors, Llc

New York, NY
05/2009 → 09/2025

Equitable Advisors, Llc

New York, NY
09/2025 → Present

Integrated Wealth Concepts Llc

Waltham, MA

Previous Registrations

2009-07-13 → 2025-09-05

Equitable Advisors, Llc

Houston, TX

Houston, TX

Other Businesses

1. SARA WEALTH MANAGEMENT, LLC; OWNER; START 1/1/2023; APPROX 640 HOURS/MONTH. 09/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: THREE CORDS WEALTH MANAGEMENT - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 09/2/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-07-09

S66 Uniform Combined State Law Examination

2009-07-09

Other Names

Sara Elizabeth Montes
Sara Montes

View on SEC IAPD