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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Westport | CT | 01/2014 | 04/2018 |
| Pleasant Street Wealth Advisors, Llc | White Plains | NY | 04/2018 | 06/2024 |
| Farther Finance Advisors | White Plains | NY | 06/2024 | 07/2026 |
| Integrated Wealth Concepts Llc | Waltham | MA | 07/2026 | Present |
Fixed Insurance. Not Investment Related. White Plains, NY. Fixed Insurance. Agent. 11/2018. 4 hours per month, none during trading. Sell fixed insurance. 07/2026 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: PLEASANT STREET WEALTH ADVISORS - INV REL – AT REPORTED BUSINESS LOCATION(S) – REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 07/2026 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-09 |
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