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Christian David Bryant

Integrated Wealth Concepts LLC

St. Joseph, MO

CRD 6692267

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Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2022-04-21
TX RA APPROVED 2022-04-19
  • MO RA
    APPROVED
    Since 2022-04-21
  • TX RA
    APPROVED
    Since 2022-04-19

Branch Locations

3101 Frederick Avenue, St. Joseph, MO 64506 • 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
Fidelity Brokerage Services Llc Westlake TX 08/2016 08/2017
Stifel Nicolaus & Co Inc St. Joseph MO 08/2017 04/2022
Integrated Wealth Concepts Llc Waltham MA 04/2022 Present
  • 08/2016 → 08/2017
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 08/2017 → 04/2022
    Stifel Nicolaus & Co Inc
    St. Joseph, MO
  • 04/2022 → Present
    Integrated Wealth Concepts Llc
    Waltham, MA
Previous Registrations
Other Businesses

1. 09/2022 : REAL ESTATE RENTAL - NON-INV RELATED - AT REPORTED LOCATION(S) - LESS THAN 5% OF TIME IS SPENT ON THIS ACTIVITY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-07
S63 Uniform Securities Agent State Law Examination 2016-09-16
  • S65 Uniform Investment Adviser Law Examination
    2018-03-07
  • S63 Uniform Securities Agent State Law Examination
    2016-09-16

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
IHT WEALTH MANAGEMENT LLC

Nearby Investors

ERIN LYNN BRADLEY
JENNIFER LAWSON GRIFFIS
LYLE ERNEST OFFICER

Nearby Offices

OSAIC WEALTH, INC. · St. Joseph, MO
STIFEL, NICOLAUS & COMPANY, INCORPORATED · SAINT JOSEPH, MO
IHT WEALTH MANAGEMENT LLC · ST. JOSEPH, MO

More in St. Joseph, MO

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