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Jharid Pratt

Integrated Wealth Concepts LLC

Windham, NH

CRD 7725986

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Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED_RES 2023-07-03
  • NH RA
    APPROVED_RES
    Since 2023-07-03

Branch Locations

Windham, NH • 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
Integrated Wealth Concepts, Llc Waltham MA 04/2023 Present
Granite Peak Associates Arlington MA 01/2012 Present
Other Businesses

1. 01/2012 - GRANITE PEAK ASSOCIATES - CPA - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HOURS PER WEEK/160 HOURS PER SECURITIES TRADING HOURS

View on SEC IAPD

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