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Christopher Ryan House

Integrated Wealth Concepts LLC

Greenville, NC

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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
Previous Registrations
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-02
  • S65 Uniform Investment Adviser Law Examination
    2025-10-02

View on SEC IAPD

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