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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors, Llc | Grand Rapids | MI | 03/2022 | 09/2022 |
| Vebs | Escondido | CA | 08/2020 | Present |
| Arizona State University - Sun Devil Fitness Complex | Tempe | AZ | 06/2017 | 05/2020 |
| Vebs | Escondido | CA | 02/2011 | Present |
| Independent Insurance Agent | Escondido | CA | 08/2020 | 09/2022 |
| Onedigital Investment Advisors, Llc | Overland Park | KS | 09/2022 | 01/2025 |
| Integrated Wealth Concepts Llc | Waltham | MA | 01/2025 | Present |
VEBS - Business manager, Not investment related 533 s vinewood st escondido ca 92029 Federal employee retirement training 160hrs/ month Handle day to day phone calls, IT solutions, administrative work Independent insurance agent - investment related. quotes and sales regarding life insurance to clients. Maintenance on client accounts relating to life insurance. 533 S Vinewood St, Escondido, CA 92029 life agent - 08/2020 80hrs/ month 01/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: RETIREMENTDNA - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 01/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-03 |
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