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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-08-27 |
Branch Locations
9635 Maroon Circle Suite 300, Englewood, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Swick & Associates, Llc | Englewood | CO | 03/2018 | Present |
| Integrated Wealth Concepts Llc | Waltham | MA | 01/2024 | Present |
| Fusion Property Management | Cypress | CA | 04/2014 | 01/2018 |
| Ocedon Ii, Llc | Englewood | CT | 01/2018 | 02/2018 |
03/2018 - SWICK & ASSOCIATES, LLC - PARTNER - CPA FIRM - ACCOUNTING/TAX/PAYROLL SERVICES - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 PER MONTH/160 PER SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-27 |
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