Inactive

Ryan Root

Integrated Wealth Concepts LLC

CRD 7826012

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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

Authority	Category	Status	Date
CA	RA	APPROVED_RES	2023-11-17

CA RA
APPROVED_RES

Since 2023-11-17

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	08/2021	Present
Integrated Wealth Concepts Llc	Waltham	MA	10/2023	Present
Ristau & Co Cpas	Modesto	CA	11/2007	08/2021

08/2021 → Present

Grimbleby Coleman Cpas

Modesto, CA
10/2023 → Present

Integrated Wealth Concepts Llc

Waltham, MA
11/2007 → 08/2021

Ristau & Co Cpas

Modesto, CA

Other Businesses

08/2021 - GRIMBLEBY COLEMAN CPAS - PRINCIPAL - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS

View on SEC IAPD

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