Inactive

Suzan Renee Korth

Integrated Wealth Concepts LLC

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Current Employers

Integrated Wealth Concepts Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED_RES	2022-02-24

CA RA
APPROVED_RES

Since 2022-02-24

Branch Locations

4225 Executive Square Suite 900, La Jolla, CA 92037 • 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

Organization	City	State	From	To
Duffy Kruspodin Llp	La Jolla	CA	01/2017	Present
Integrated Wealth Concepts Llc	Waltham	MA	02/2022	Present
Steven Wendroff, Cpa	San Diego	CA	06/1987	12/2016

01/2017 → Present

Duffy Kruspodin Llp

La Jolla, CA
02/2022 → Present

Integrated Wealth Concepts Llc

Waltham, MA
06/1987 → 12/2016

Steven Wendroff, Cpa

San Diego, CA

Other Businesses

01/2017 - CPA WITH DUFFY KRUSPODIN, LLP - AT REPORTED LOCATION(S) - NOT INV REL - 40 HOURS PER WEEK

View on SEC IAPD

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