Stephen Tankel

Current Employers

Integrated Wealth Concepts Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED_RES	2024-03-19

MA RA
APPROVED_RES

Since 2024-03-19

Branch Locations

20 Walnut Street Suite 200, Wellesley, MA 02481 • 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
Tankel Rosenberg & Co., P.C.	Wellesley	MA	11/1987	Present
Integrated Wealth Concepts Llc	Waltham	MA	02/2024	Present

11/1987 → Present

Tankel Rosenberg & Co., P.C.

Wellesley, MA
02/2024 → Present

Integrated Wealth Concepts Llc

Waltham, MA

Other Businesses

11/1987 - TANKEL ROSENBERG & CO, P.C. - CPA FIRM - CPA/OWNER - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS

Current Employers

Integrated Wealth Concepts Llc

Disclosures

Employment History

Other Businesses

Other Firms

Other Investors

Other Offices

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