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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-28 |
| NV | RA | APPROVED | 2025-03-17 |
| CA | RA | APPROVED | 2025-02-28 |
Branch Locations
10161 Park Run Drive Suite 150, Las Vegas, NV 89145 • United States
12555 High Bluff Drive Suite 210, San Diego, CA 92130 • United States
Las Vegas, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Investment Counsel Company | Las Vegas | NV | 07/2020 | 07/2023 |
| The Church Of Jesus Christ Of Latter-Day Saints | Santiago | 01/2015 | 01/2017 | |
| Brigham Young University | Provo | UT | 01/2017 | 05/2020 |
| Northwestern Mutual | Provo | UT | 05/2017 | 12/2017 |
| Elite It | Orem | UT | 05/2018 | 08/2018 |
| Walmart | Bentonville | AR | 06/2019 | 08/2019 |
| Unemployed | Spanish Fork | UT | 04/2020 | 07/2020 |
| Steel Peak Wealth Management, Llc | Las Vegas | NV | 07/2023 | 02/2025 |
| Integrated Wealth Concepts Llc | Waltham | MA | 02/2025 | Present |
02/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: OLYMPIC FAMILY OFFICE - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 02/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-02 |
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