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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED_RES 2023-03-29
  • MA RA
    APPROVED_RES
    Since 2023-03-29

Branch Locations

991 Osgood Street, North Andover, MA 01845 • 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 Llc Waltham MA 03/2023 Present
Granite Peak Associates, Inc. Arlington MA 01/2021 Present
Moody, Famiglietti & Andronico Tewksbury MA 11/1998 Present
  • 03/2023 → Present
    Waltham, MA
  • 01/2021 → Present
    Granite Peak Associates, Inc.
    Arlington, MA
  • 11/1998 → Present
    Moody, Famiglietti & Andronico
    Tewksbury, MA
Other Businesses

01. 01/2021 - GRANITE PEAK ASSOCIATES, INC - NON-INV RELATED - AT REPORTED LOCATION(S) - CERTIFIED PUBLIC ACCOUNTANT - 95% OF TIME SPENT

View on SEC IAPD

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