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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-11 |
Branch Locations
500 Red Banks Road Suite D, Greenville, NC 27858 • United States
No disclosure categories reported as “Yes” on this SEC record.
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-02 |
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