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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2023-12-13 |
Branch Locations
2050 Main Street Suite 1300, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Windes Inc | Irvine | CA | 01/2013 | Present |
| Integrated Wealth Concepts Llc | Waltham | MA | 12/2023 | Present |
01/2013 - WINDES INC - PARTNER - CPA PRACTICE - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS
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