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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-03-13 |
| TX | RA | APPROVED | 2023-03-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Investment Center, Inc | Saint Joseph | MO | 10/2008 | 10/2019 |
| Mosaic Life Care Foundation | Saint Joseph | MO | 11/2019 | 03/2021 |
| Integrated Wealth Concepts Llc | Waltham | MA | 03/2023 | Present |
| Charleston Financial Advisors, Llc | Charleston | SC | 02/2021 | 03/2023 |
1. 03/2023 - Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 03/13/2023 - 160 Hours Per Month/160 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Integrated Wealth Concepts LLC, an independent investment advisor firm. I started this business activity in 03/13/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 03/2023 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: NOLD BRYANT PLANNING & INVESTMENTS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 03/2023 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 3. 07/2020 - ChloeChicNurseries - ETSY SHOP - NON-INV RELATED - START DATE 07/09/2020 - 10 HOURS PER MONTH/ZERO HOURS DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-12 |
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