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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prairieview Partners | Minneapolis | MN | 05/2022 | 05/2025 |
| Googins Advisors | Madison | WI | 01/2020 | 04/2022 |
| House On The Rock Resort | Spring Green | WI | 06/2016 | 08/2019 |
| University Of Wisconsin Madison | Madison | WI | 08/2019 | 01/2020 |
| Badger Call | Madison | WI | 01/2019 | 04/2019 |
| Hightower Advisors, Llc | Oak Brook | IL | 05/2025 | 07/2026 |
| Integrated Wealth Concepts Llc | Waltham | MA | 07/2026 | Present |
08/2026 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: PERENNIAL WEALTH PARTNERS - INV REL – AT REPORTED BUSINESS LOCATION(S) – REGISTERED INVESTMENT ADVISOR DBA - IAR - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 07/2026- No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance -10 Hours Per Month/5 Hours During Securities Trading - Time Spent 10% - Fixed annuities, fixed life, LTC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-06 |
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