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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-24 |
| TX | RA | APPROVED | 2026-04-16 |
| WA | RA | APPROVED | 2026-04-16 |
Branch Locations
4800 North Scottsdale Road Suite 4500, Scottsdale, AZ 85251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moss Adams Wealth Advisors Llc | Seattle | WA | 02/2014 | 02/2018 |
| Perkins Coie Llp | Seattle | WA | 09/2018 | 07/2019 |
| Parcion Private Wealth | Bellevue | WA | 05/2020 | 11/2023 |
| Unemployed | Redmond | WA | 08/2019 | 05/2020 |
| Unemployed | Redmond | WA | 03/2018 | 08/2018 |
| Integrated Wealth Concepts Llc | Waltham | MA | 04/2026 | Present |
| Clear Coast Partners | Bellevue | WA | 11/2023 | 10/2024 |
| Private Asset Management | Kirkland | WA | 11/2024 | 04/2026 |
04/2026 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: SIGIL FAMILY OFFICE - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
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