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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 2024-02-22
  • CA RA
    APPROVED_RES
    Since 2024-02-22

Branch Locations

6780 North West Avenue Suite 104, Frenso, CA 93711 • 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
Byers Accountancy Corporation Fresno CA 10/2008 Present
Integrated Wealth Concepts Llc Waltham MA 02/2024 Present
Other Businesses

10/2008 - BYERS ACCOUNTANCY CORPORATION - CPA FIRM - PRESIDENT - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HOURS PER WEEK/160 HOURS PER SECURITIES TRADING HOURS

View on SEC IAPD

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