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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-11 |
Branch Locations
2330 Timber Shadows Drive Suite 108, Kingwood, TX 77339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W&B Tax Firm Pc | Kingwood | TX | 12/2008 | Present |
| Integrated Wealth Concepts Llc | Waltham | MA | 02/2026 | Present |
12/2008 - W&B TAX FIRM PC - CPA FIRM - MANAGING DIRECTOR - NON-INV REL - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOUR SECURITIES TRADING HOURS
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