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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-03-18 |
| TX | RA | APPROVED_RES | 2025-03-10 |
| CA | RA | APPROVED | 2024-11-01 |
Branch Locations
533 S. Vinewood Street, Escondido, CA 92024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bing Surfboards | Encinitas | CA | 05/2016 | 01/2017 |
| Self-Employed | Encinitas | CA | 10/2015 | 06/2017 |
| Independent Capital Management | San Diego | CA | 06/2017 | 06/2019 |
| Sagepoint Financial | Phoenix | AZ | 06/2017 | 06/2019 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 06/2019 | 01/2025 |
| Triad Advisors | Norcross | GA | 06/2019 | 03/2023 |
| Integrated Wealth Concepts Llc | Waltham | MA | 01/2025 | Present |
01/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: RETIREMENTDNA - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 01/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 01/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: ARROYO WEALTH MANANGEMENT - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 01/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 01/2025 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/2025 - 10 Hours Per Month/5 Hours During Securities Trading - Time Spent 10% - Fixed annuities, fixed life, LTC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-29 |
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