Best Investors
Account
Sign in
Best Investors
Account
Sign in
Integrated Wealth Concepts LLC CRD 284656
$23.6B regulatory AUM 875 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-04-21 |
| TX | RA | APPROVED_RES | 2022-04-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel | St. Joseph | MO | 10/2016 | 04/2022 |
| Black Walnut Photography | St. Joseph | MO | 07/2015 | 10/2016 |
| Integrated Wealth Concepts Llc | Waltham | MA | 04/2022 | Present |
1. Black Walnut Photography LLC; 1308 N 25th St., St. Joseph, MO 64506, photographer and owner, Part time family and wedding photography- nights and weekends; 07/15/2015; 5.0 hours per week; not during securities trading hours; not investment-related. 2. Tubes Bike Shop; 1826 Frederick Ave, St Joseph, MO 64501; Bicycle repair and bike supply; Part Owner; Assisting in spare time; 11/16/2021; 2 Hours per Week; Not During Securities Trading Hours; Not Investment-Related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-29 |
Reach out to this advisor