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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Vista, Llc | Chicago | IL | 08/2016 | 09/2020 |
| Self Employed | Hinsdale | IL | 07/2014 | Present |
| Hightower Advisors Llc | Chicago | IL | 09/2020 | 07/2026 |
| Integrated Wealth Concepts Llc | Waltham | MA | 07/2026 | Present |
08/2026 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: PERENNIAL WEALTH PARTNERS - INV REL – AT REPORTED BUSINESS LOCATION(S) – REGISTERED INVESTMENT ADVISOR DBA - IAR - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 07/2026 - 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. Operational and IT Consulting and Executive Coaching; Investment Related - No; Consultant; Start Date - 06/2025; Approximately 20 - 40 hours per month with 1 hour during securities trading hours; Help review strategic IT programs, help streamline operations and to coach high potential executives.
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