Christopher Ryan House

Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Integrated Wealth Concepts Llc

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-05-11

NC RA
APPROVED

Since 2026-05-11

Branch Locations

500 Red Banks Road Suite D, Greenville, NC 27858 • 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
Cru	Orlando	FL	08/2011	04/2022
Edward Jones	Winterville	NC	04/2022	03/2025
Milestone Wealth	Greenville	NC	03/2025	05/2026
Integrated Wealth Concepts Llc	Waltham	MA	05/2026	Present

08/2011 → 04/2022

Cru

Orlando, FL
04/2022 → 03/2025

Edward Jones

Winterville, NC
03/2025 → 05/2026

Milestone Wealth

Greenville, NC
05/2026 → Present

Integrated Wealth Concepts Llc

Waltham, MA

Previous Registrations

2025-10-03 → 2026-05-11

Milestone Wealth

Greenville, NC

Other Businesses

05/2026 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: INTEGRATED PRIVATE WEALTH - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-10-02

S65 Uniform Investment Adviser Law Examination

2025-10-02

View on SEC IAPD