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Chad Van Houten

Integrated Wealth Concepts LLC

Modesto, CA

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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2024-01-10
  • CA RA
    APPROVED_RES
    Since 2024-01-10

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
OrganizationCityStateFromTo
Grimbleby Coleman Cpas Modesto CA 11/2013 Present
Integrated Wealth Concepts Llc Waltham MA 11/2023 Present
Other Businesses

11/2013 - GRIMBLEBY COLEMAN CPA - PRINCIPAL - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS DURING SECURITIES TRADING HOURS

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
PRINCIPAL SECURITIES, INC.
INTEGRAL WEALTH MANAGEMENT
OLIVEIRA WEALTH
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
U.S. BANCORP ADVISORS, LLC

Other Investors

TODD E BARTON
KATRINA M MORGANSON
JESSE G CORTEZ
CALVIN L HEIM
BRIAN WAYNE STEVENS
VICKY M JOHNSON
CORY ALAN KELLY
ANGELO MICHAEL GIANNOSA

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · MODESTO, CA
LPL FINANCIAL LLC · MODESTO, CA
PRINCIPAL SECURITIES, INC. · MODESTO, CA
LPL FINANCIAL LLC · MODESTO, CA
INTEGRAL WEALTH MANAGEMENT · Modesto, CA
OLIVEIRA WEALTH · MODESTO, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Modesto, CA
OSAIC WEALTH, INC. · MODESTO, CA

More in Modesto, CA

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