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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 |
|---|---|---|---|---|
| Mesirow Financial, Inc. (Mfi) | Highland Park | IL | 06/2018 | 04/2021 |
| Mesirow Financial, Inc. (Mfi) | Chicago | IL | 06/2017 | 08/2017 |
| University Of Wisconsin-Madison | Madison | WI | 09/2016 | 05/2017 |
| University Of Wisconsin-Madison | Madison | WI | 09/2017 | 05/2018 |
| Hightower Advisors, Llc | Chicago | IL | 04/2021 | 07/2026 |
| Integrated Wealth Concepts | 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-16 |
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