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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED_RES | 2024-10-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Waltham | MA | 05/2024 | Present |
| Fernandes & Charest P.C. | Westport | MA | 12/2016 | Present |
| Clifton Larson Allen Llp | New Bedford | MA | 06/2016 | 12/2016 |
12/2016 - FERNANDES & CHAREST P.C. - CPA FIRM - PRINCIPAL - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/ 160 PER SERCURITIES TRADING HOURS
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