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Olivia Marie Mary

Integrated Wealth Concepts LLC

Waltham, MA

Austin, TX

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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-05
  • TX RA
    APPROVED
    Since 2026-06-05

Branch Locations

200 5Th Avenue Suite 4010, Waltham, MA 02451 • United States

Austin, TX • 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
OrganizationCityStateFromTo
Lpl Financial Waltham MA 12/2025 Present
Integrated Wealth Concepts Waltham MA 06/2026 Present
Unemployed Austin TX 04/2025 12/2025
Waterloo Capital Austin TX 09/2022 04/2025
Il Brutto Austin TX 07/2022 10/2022
Key Bank Portland OR 11/2018 07/2022
Hiscox San Francisco CA 06/2018 08/2018
University Of San Francisco San Francisco CA 08/2014 05/2018
  • 12/2025 → Present
    Lpl Financial
    Waltham, MA
  • 06/2026 → Present
    Integrated Wealth Concepts
    Waltham, MA
  • 04/2025 → 12/2025
    Unemployed
    Austin, TX
  • 09/2022 → 04/2025
    Waterloo Capital
    Austin, TX
  • 07/2022 → 10/2022
    Il Brutto
    Austin, TX
  • 11/2018 → 07/2022
    Key Bank
    Portland, OR
  • 06/2018 → 08/2018
    Hiscox
    San Francisco, CA
  • 08/2014 → 05/2018
    University Of San Francisco
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-07
  • S65 Uniform Investment Adviser Law Examination
    2023-08-07

View on SEC IAPD

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Other Offices

MONTIS FINANCIAL, LLC · WALTHAM, MA
PROSPECT HILL GROWTH PARTNERS, L.P. · WALTHAM, MA
BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
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