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Samson Dooley

Integrated Wealth Concepts LLC

San Diego, CA

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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-01-08
  • CA RA
    APPROVED
    Since 2024-01-08

Branch Locations

12555 High Bluff Drive Suite 210, San Diego, CA 92130 • 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
Integrated Wealth Concepts Waltham MA 09/2022 Present
Lpl Financial Waltham MA 09/2022 Present
Nfp, Inc. New York NY 05/2022 08/2022
Axos Bank San Diego CA 05/2021 09/2021
Sweathaus Fitness San Diego CA 06/2015 10/2018
Wesleyan University Middletown CT 05/2018 05/2022
Rancho Bernardo High School San Diego CA 09/2013 05/2018
  • 09/2022 → Present
    Integrated Wealth Concepts
    Waltham, MA
  • 09/2022 → Present
    Lpl Financial
    Waltham, MA
  • 05/2022 → 08/2022
    Nfp, Inc.
    New York, NY
  • 05/2021 → 09/2021
    Axos Bank
    San Diego, CA
  • 06/2015 → 10/2018
    Sweathaus Fitness
    San Diego, CA
  • 05/2018 → 05/2022
    Wesleyan University
    Middletown, CT
  • 09/2013 → 05/2018
    Rancho Bernardo High School
    San Diego, CA
Other Businesses

1, 09/2022 - LPL FINANCIAL - BUSINESS DEVELOPMENT ANALYST - AT REPORT LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-08
  • S65 Uniform Investment Adviser Law Examination
    2024-01-08

View on SEC IAPD

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