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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Waltham | MA | 04/2022 | Present |
| Konvergent Wealth Partners | Gig Harbor | WA | 05/2020 | 04/2022 |
| Nordstrom | Seattle | WA | 06/2018 | 04/2020 |
| Student | Seattle | WA | 04/2012 | 06/2020 |
1. 04/11/2022 - Integrated Wealth Concepts, LLC - DBA: konvergent wealth partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 04/11/2022 - 160 Hours Per Month During Securities Trading. 2. 06/21/2022 - SHRED415 - Fitness Instructor - Non-Inv Related - At Reported Business Location(s) - 0 Hours Per Month During Securities Trading/5 Hours Per Month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-02 |
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