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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-12-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-23 |
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