Shaun Wolcott

Current Employers

Integrated Wealth Concepts Llc

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-08-06

NJ RA
APPROVED

Since 2025-08-06

Branch Locations

2137 State Route 35 Suite 360, Holmdel, NJ 07733 • 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
Integrated Wealth Concepts Llc	Waltham	MA	05/2025	Present
Connolly, Switaj, Fogler & Co Llp	Holmdel	NJ	11/2005	Present

05/2025 → Present

Integrated Wealth Concepts Llc

Waltham, MA
11/2005 → Present

Connolly, Switaj, Fogler & Co Llp

Holmdel, NJ

Other Businesses

11/2005 - CONNOLLY, SWITAJ, FOGLER & CO LLP - CPA - NON-INV RELATED - AT REPORTED LOCATION(S) - START DATE 11/2005 - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-07-14

S65 Uniform Investment Adviser Law Examination

2025-07-14

View on SEC IAPD

Current Employers

Integrated Wealth Concepts Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

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