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Rosa Jardim

Integrated Wealth Concepts LLC

New Bedford, MA

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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED_RES 2023-10-02
  • MA RA
    APPROVED_RES
    Since 2023-10-02

Branch Locations

128 Union Street Suite 201, New Bedford, MA 02740 • 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
Jardim & Marotta Llc New Bedford MA 01/2015 Present
Integrated Wealth Concepts Llc Waltham MA 09/2023 Present
Other Businesses

01/2015 - JARDIM & MAROTTA LLC - CPA PRACTICE - NON-INV RELATED - OWNER - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS DURING SECURITIES TRADING HOURS

Other Names
  • Rose Jardim

View on SEC IAPD

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