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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2022-02-24
  • CA RA
    APPROVED_RES
    Since 2022-02-24

Branch Locations

4225 Executive Square Suite 900, La Jolla, CA 92037 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Quyen Leba Cpa Chula Vista CA 05/2008 Present
Duffy Kruspodin Llp La Jolla CA 01/2012 Present
Integrated Wealth Concepts, Llc Waltham MA 02/2022 Present
  • 05/2008 → Present
    Quyen Leba Cpa
    Chula Vista, CA
  • 01/2012 → Present
    Duffy Kruspodin Llp
    La Jolla, CA
  • 02/2022 → Present
    Waltham, MA
Other Businesses

QUYEN LEBA~'NIR'~345 F STREET~SUITE #200~CHULA VISTA~CA~91910~NOTARY PUBLIC~OTHER~6/2009~1HRS~1HRS~NOTARIZING DOCUMENTS~~QUYEN LEBA CPA~'NIR'~345 F STREET~SUITE #200~CHULA VISTA~CA~91910~TAX PREPARATION/ACCOUNTING~OWNER/SOLE PROPRIETER~5/2008~160HRS~0HRS~160 HRS MONTHLY DURING TRADING, 345 F ST. #200 CHULA VISTA CA 91910, PROVIDE ACCOUNTING, TAX PREP AND PAYROLL SERVICES TO CLIENTS ALSO CONTACT WITH OTHER FIRMS FOR TAXES INCLUDED IN INITIAL REG...CP 01/2012 - CPA WITH DUFFY KRUSPODIN, LLP - AT REPORTED LOCATION(S) - NOT INV REL - 40 HOURS PER WEEK

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-08-31
  • S63 Uniform Securities Agent State Law Examination
    2009-08-31

View on SEC IAPD

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