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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-12-23
  • MO RA
    APPROVED
    Since 2023-12-23

Branch Locations

3101 Frederick Avenue, St. Joseph, MO 64506 • 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
Nodaway Valley Bank St. Joseph MO 08/2022 09/2023
Bank Of Weston Weston MO 07/2022 08/2022
Usa Mortgage Columbia MO 06/2021 06/2022
Nodaway Valley Bank St. Joseph MO 02/2016 06/2021
Integrated Wealth Concepts Waltham MA 09/2023 Present
  • 08/2022 → 09/2023
    Nodaway Valley Bank
    St. Joseph, MO
  • 07/2022 → 08/2022
    Bank Of Weston
    Weston, MO
  • 06/2021 → 06/2022
    Usa Mortgage
    Columbia, MO
  • 02/2016 → 06/2021
    Nodaway Valley Bank
    St. Joseph, MO
  • 09/2023 → Present
    Integrated Wealth Concepts
    Waltham, MA
Other Businesses

09/2023 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: NOLD BRYANT PLANNING & INVESTMENTS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 09/18/2023 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-23
  • S65 Uniform Investment Adviser Law Examination
    2023-12-23

View on SEC IAPD

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