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Kevin Wiest

Integrated Wealth Concepts LLC

Irvine, 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 2024-01-17
  • CA RA
    APPROVED_RES
    Since 2024-01-17

Branch Locations

2050 Main Street Suite 1300, Irvine, CA 92614 • 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
Windes Inc Irvine CA 01/2019 Present
Integrated Wealth Concepts Llc Waltham MA 01/2024 Present
Wright, Ford, Young & Co Irvine CA 07/1999 01/2019
  • 01/2019 → Present
    Windes Inc
    Irvine, CA
  • 01/2024 → Present
    Integrated Wealth Concepts Llc
    Waltham, MA
  • 07/1999 → 01/2019
    Wright, Ford, Young & Co
    Irvine, CA
Other Businesses

01/2019 - WINDES INC - CPA FIRM - PARTNER - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HOUR PER MONTH/160 HOURS PER SECURITIES TRADING HOURS

View on SEC IAPD

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