Il Shin Lee

Current Employers

Integrated Wealth Concepts Llc

200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED_RES	2023-03-03

CA RA
APPROVED_RES

Since 2023-03-03

Branch Locations

9171 Wilshire Blvd Suite 555, Beverly Hills, CA 90210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Duffy Kruspodin Llp	Beverly Hills	CA	01/2019	Present
Integrated Wealth Concepts Llc	Waltham	MA	02/2023	Present
Landsman Frank And Bloch	Beverly Hills	CA	08/2008	12/2018

01/2019 → Present

Duffy Kruspodin Llp

Beverly Hills, CA
02/2023 → Present

Integrated Wealth Concepts Llc

Waltham, MA
08/2008 → 12/2018

Landsman Frank And Bloch

Beverly Hills, CA

Other Businesses

1.) 02/2023 - DUFFY KRUSPODIN & CO LLP DUFFY KRUSPODIN LLP - Tax Prep/Accounting/CPA - Owner - Investment related - Woodland Hills, CA 91367 - 160 hours per month - Start Date - 01/2019

Current Employers

Integrated Wealth Concepts Llc

Disclosures

Employment History

Other Businesses

Other Names

Other Firms

Other Investors

Other Offices

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