Robert James Greulich

Current Employers

Integrated Wealth Concepts Llc

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2023-01-06

NJ RA
APPROVED

Since 2023-01-06

Branch Locations

150 River Road Suite I-4A, Montville, NJ 07045 • 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

Organization	City	State	From	To
Integrated Wealth Concepts Llc	Waltham	MA	12/2022	Present
Hoogstra Greulich Pc	Montville	NJ	07/2014	Present

12/2022 → Present

Integrated Wealth Concepts Llc

Waltham, MA
07/2014 → Present

Hoogstra Greulich Pc

Montville, NJ

Other Businesses

1 - 07/2014: HOOGSTRA GREULICH PC - CPA - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 PER MONTH/160 PER SECURITIES TRADING HOURS 2 - 08/2018: GREULICH HOLDINGS LLC - OWNER - REAL ESTATE RENTAL - NON-INV RELATED - AT REPORTED LOCATION(S) - 8 HOURS PER WEEK/8 PER SECURITIES TRADING HOURS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-12-27

S65 Uniform Investment Adviser Law Examination

2022-12-27

View on SEC IAPD

Current Employers

Integrated Wealth Concepts Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

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