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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-27 |
| TX | RA | APPROVED | 2026-07-15 |
Branch Locations
200 5Th Avenue Suite 4010, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Boston | MA | 09/2010 | 07/2026 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 07/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 07/2026 |
| Integrated Wealth Concepts Llc | Waltham | MA | 07/2026 | Present |
07/15/2026 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: INTEGRATED FINANCIAL PARTNERS - 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 | 2011-02-24 |
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