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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
Branch Locations
12555 High Bluff Drive Suite 210, San Diego, CA 92130 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Lisle | IL | 05/1997 | 09/2016 |
| Third Street Advisors, Llc | Geneva | IL | 07/2000 | 09/2016 |
| Neaco Advisory, Inc. | Geneva | IL | 05/1997 | 09/2016 |
| Laurel Wealth Advisors | Solana Beach | CA | 09/2016 | 02/2023 |
| Ms Howells & Co | Scottsdale | AZ | 11/2016 | 09/2021 |
| Walsh Financial Divorce Solutions | Del Mar | CA | 02/1999 | 10/2025 |
| Integrated Wealth Concepts, Llc | Waltham | MA | 02/2023 | Present |
Constance M. Walsh has been licensed in California, Illinois, and New York as an insurance agent soliciting, offering, and selling fixed life and long-term care insurance products since 1992 (CA Insurance License #0H6404). She will receive separate, yet customary, commission compensation resulting from the purchases and sales of fixed life and long-term care insurance products on behalf of investment advisory clients, from the firms with whom she is presently appointed and with whom she may become appointed in the future. She will also receive other compensation, including bonuses and trail commissions from the products listed above. Clients are under no obligation to purchase these products through her. 02/01/2023 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: LAUREL WEALTH ADVISORS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 02/01/2023 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-04 |
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