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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-04-03 |
Branch Locations
200 5Th Avenue Suite 4010, Waltham, MA 02451 • United States
Peabody, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Claro Advisors, Llc. | Boston | MA | 01/2022 | 07/2025 |
| Tufts University | Medford | MA | 09/2018 | 07/2023 |
| Harvard University | Cambridge | MA | 10/2015 | 12/2017 |
| Shawmut Design & Construction | Boston | MA | 01/2018 | 07/2018 |
| Integrated Wealth Concepts, Llc | Waltham | MA | 03/2025 | Present |
03/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: COREY WEALTH GROUP - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 03/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-22 |
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