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Integrated Wealth Concepts LLC CRD 284656
$23.6B regulatory AUM 875 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-02-02 |
| KS | RA | APPROVED | 2026-01-02 |
Branch Locations
800 E. 101St Terrace Suite 350, Kansas City, MO 64131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Lawrence | KS | 10/2014 | 07/2025 |
| Raymond James Financial Services Advisors Inc. | Lawrence | KS | 01/2016 | 07/2025 |
| Keating Financial Advisory Services, Inc | Lawrence | KS | 01/2016 | 01/2026 |
| Assurity Life Insurance Co. | Overland Park | KS | 05/2016 | 01/2026 |
| Integrated Wealth Concepts Llc | Waltham | MA | 01/2026 | Present |
01/02/2026 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: HILLSIDE WEALTH - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 01/02/2026 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-17 |
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