Richard Huffman

Current Employers

Integrated Wealth Concepts Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED_RES	2024-02-09

CA RA
APPROVED_RES

Since 2024-02-09

Branch Locations

16140 Sand Canyon Avenue, Irvine, CA 92618 • 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

Organization	City	State	From	To
Wright Ford Young & Co Cpas	Irvine	CA	01/2006	Present
Integrated Wealth Concepts Llc	Waltham	MA	02/2024	Present

01/2006 → Present

Wright Ford Young & Co Cpas

Irvine, CA
02/2024 → Present

Integrated Wealth Concepts Llc

Waltham, MA

Other Businesses

01/2006 - WRIGHT FORD YOUNG & CO - CPA FIRM - TAX PARTNER - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS 02/2024 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: WRIGHT FORD YOUNG WEALTH MANAGEMENT - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 02/01/2024 - 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Current Employers

Integrated Wealth Concepts Llc

Disclosures

Employment History

Other Businesses

Other Firms

Other Investors

Other Offices

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