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Account
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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-22 |
| MA | RA | APPROVED | 2025-10-15 |
Branch Locations
1 Beacon Street 15Th Floor, Boston, MA 02108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dakota Wealth, Llc | Danvers | MA | 07/2023 | 09/2025 |
| Dakota Tax Services Llc | Boston | MA | 10/2019 | 07/2023 |
| Apex Behavioral Health | Boston | MA | 01/2019 | 09/2019 |
| Innovative Care Partners | Pittsfield | MA | 06/2018 | 12/2018 |
| The Hampton Inn & Suites | Lenox | MA | 05/2016 | 11/2018 |
| Providence College | Providence | RI | 09/2014 | 05/2018 |
| Integrated Wealth Concepts Llc | Waltham | MA | 09/2025 | Present |
09/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: GENERATION CAPITAL ADVISORS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 09/29/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-28 |
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