Inactive

Jane Marie Johnson Simmons

Integrated Wealth Concepts LLC

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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	2023-10-26

CA RA
APPROVED_RES

Since 2023-10-26

Branch Locations

200 West Roseburg Avenue, Modesto, CA 95350 • 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
Grimbleby Coleman Cpas	Modesto	CA	10/2004	Present
Integrated Wealth Concepts	Waltham	MA	10/2023	Present

10/2004 → Present

Grimbleby Coleman Cpas

Modesto, CA
10/2023 → Present

Integrated Wealth Concepts

Waltham, MA

Other Businesses

10/2004 - GRIMBLEBY COLEMAN CPAS - PRINCIPAL - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS

Other Names

Jane Marie Johnson
Jane Johnson

View on SEC IAPD

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