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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-06
CT RA APPROVED 2025-11-18
  • TX RA
    APPROVED_RES
    Since 2026-04-06
  • CT RA
    APPROVED
    Since 2025-11-18

Branch Locations

1481 Pleasant Valley Road, Manchester, CT 06042 • 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
Mid Atlantic Capital Corporation Wilbraham MA 09/2018 03/2019
Gaudreau Wealth New England Wilbraham MA 08/2016 03/2019
United Capital Financial Advisors, Llc Iriving TX 03/2019 09/2024
Commonwealth Financial Network Waltham MA 09/2024 11/2025
Innovative Wealth Managers Suffield CT 09/2024 11/2025
Integrated Wealth Concepts Llc Waltham MA 11/2025 Present
  • 09/2018 → 03/2019
    Mid Atlantic Capital Corporation
    Wilbraham, MA
  • 08/2016 → 03/2019
    Gaudreau Wealth New England
    Wilbraham, MA
  • 03/2019 → 09/2024
    United Capital Financial Advisors, Llc
    Iriving, TX
  • 09/2024 → 11/2025
    Waltham, MA
  • 09/2024 → 11/2025
    Innovative Wealth Managers
    Suffield, CT
  • 11/2025 → Present
    Waltham, MA
Previous Registrations
Other Businesses

1. Owner of Woods Hollow Leather Co., a personal merchandise company. Activity will take place from West Suffield, CT. Organization is not primarily engaged in investment-related activity. Start date was January 1, 2014. Eight hours per month. Duties include the general management of the business. 2. Real Estate Agent Licensed at Haddock Real Estate, a real estate agency. Activity will take place from West Suffield, CT. Organization is engaged in private real estate investment-related activity. Start date was February 1, 2022. Twelve hours per month. Duties include buying and selling real estate for personal use. 3. 11/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: COBURN FINANCIAL - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 11/18/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 4. 11/2025 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - 10 Hours Per Month/5 Hours During Securities Trading - Time Spent 10% - Fixed annuities, fixed life, LTC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-30
  • S65 Uniform Investment Adviser Law Examination
    2020-05-30
Other Names
  • Matt David Haddock
  • Matthew Haddock
  • Matthew David Haddock

View on SEC IAPD

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