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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2018-10-31
  • MA RA
    APPROVED
    Since 2018-10-31

Branch Locations

200 5Th Ave Suite 4010, Waltham, MA 02451 • 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
Sherman, Kelley & Assoc. Pc South Dennis MA 01/2016 Present
Mark P. Paquin, Cpa, Pc Braintree MA 01/2014 Present
  • 01/2016 → Present
    Sherman, Kelley & Assoc. Pc
    South Dennis, MA
  • 01/2014 → Present
    Mark P. Paquin, Cpa, Pc
    Braintree, MA
Previous Registrations
Other Businesses

Mark P. Paquin CPA, PC, Not Investment related, 10 Oak Street, Braintree, MA; accounting; owner; 1/2014; 70 hours; accountant. Sherman, Kelly & Assoc. PC, Not Investment related, 1070 Route 134 P.O. Box 1455, South Dennis, MA; accounting; CPA; 1/2016; 70 hours; accountant. No Name; not investment related; 10 Oak Street, Braintree, MA; residential real estate rental; owner; 1990; 1 hour.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-13
  • S65 Uniform Investment Adviser Law Examination
    2013-05-13

View on SEC IAPD

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