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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2023-02-03 |
Branch Locations
5 River Park Place West Suite 205, Fresno, CA 93720 • United States
200 West Roseburg Avenue Suite B2, Modesto, CA 95350 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Fresno | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fresno | CA | 11/2016 | 07/2019 |
| Laurel Wealth Advisors, Inc. | Fresno | CA | 07/2019 | 03/2023 |
| M. S. Howells & Co. | Scottsdale | AZ | 07/2019 | Present |
| Strong Valley Wealth & Pension | Fresno | CA | 07/2019 | Present |
| Integrated Wealth Concepts, Llc | Waltham | MA | 02/2023 | Present |
1. Name of Outside Business or Organization: Strong Valley Wealth & Pension, LLC. Address: 5 River Park Place W, Ste 205 Fresno, CA 93720 Title: Founding Partner Description of Outside Business or Organization: Mr. Conner is a co-branded Advisor Representative of Integrated Wealth Concepts who conducts his advisory business under the DBA name of Strong Valley Wealth & Pension, LLC. Start Date: 07/12/19 Hours/month devoted to business: He spends 100% of his time on this activity during trading hours. 2. Insurance Agent - Christopher M. Conner has been licensed in the state of California as an insurance agent soliciting, offering and selling fixed life and long-term care insurance products since 2001 (CA Insurance License # 0D17262). He will receive separate, yet customary, commission compensation resulting from the purchases and sales of life-only, accident and health, and variable contract insurance products on behalf of investment advisory clients, from the firms with whom he is presently appointed and with whom he may become appointed in the future.He will also receive other compensation, including bonuses and trail commissions from the products listed above.Mr. Conner does not spend time on this activity during trading hours. 3. INTEGRATED WEALTH CONCEPTS, LLC - DBA: STRONG VALLEY WEALTH & PENSION, LLC; Investment- RELATED-YES; 5 River Park Place W, Ste 205 Fresno, CA 93720; NATURE- RIA; POSITION/TITLE- ADVISOR; START DATE-02/01/2023; APPROXIMATELY 160 HOURS PER MONTH, 130 HOURS DURING TRADING HOURS; DESCRIPTION- IA AND RIA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-11 |
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