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Johnny Cordeiro

Integrated Wealth Concepts LLC

Westport, MA

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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED_RES 2024-10-09
  • MA RA
    APPROVED_RES
    Since 2024-10-09

Branch Locations

1140 State Road, Westport, MA 02790 • 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
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
  • 05/2024 → Present
    Waltham, MA
  • 12/2016 → Present
    Fernandes & Charest P.C.
    Westport, MA
  • 06/2016 → 12/2016
    Clifton Larson Allen Llp
    New Bedford, MA
Other Businesses

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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