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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-25 |
Branch Locations
821 Kuhn Drive Suite 204, Chula Vista, CA 91914 • United States
San Diego, CA • United States
1166 Avenue Of The Americas, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-07-03 |
Branch Locations
9171 Towne Centre Drive Suite 100, San Diego, CA 92122 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barney & Barney, A Marsh And Mclennan Agency | San Diego | CA | 11/2016 | 08/2017 |
| Barney And Barney, A Marsh And Mclennan Agency | San Diego | CA | 05/2015 | 11/2016 |
| Sagepoint Financial, Inc. | San Diego | CA | 03/2017 | 07/2018 |
| Marsh & Mclennan Agency | San Diego | CA | 08/2017 | 08/2026 |
| Marsh & Mclennan Agency | San Diego | CA | 05/2015 | 08/2026 |
| Sagepoint Financial | San Diego | CA | 01/2017 | 07/2018 |
| Mma Securities Llc | San Diego | CA | 07/2018 | 08/2026 |
| Integrated Wealth Concepts Llc | Waltham | MA | 08/2026 | Present |
08/2026 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: RETIREMENTDNA - INV REL – AT REPORTED BUSINESS LOCATION(S) – REGISTERED INVESTMENT ADVISOR DBA - IAR - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-27 |
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