Timothy Suarez

Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Integrated Wealth Concepts Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED_RES	2024-06-27

CA RA
APPROVED_RES

Since 2024-06-27

Branch Locations

3780 Kilroy Airport Way Suite 600, Long Beach, CA 90806 • 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
Windes, Inc.	Long Beach	CA	01/2011	Present
Integrated Wealth Concepts Llc	Waltham	MA	06/2024	Present

01/2011 → Present

Windes, Inc.

Long Beach, CA
06/2024 → Present

Integrated Wealth Concepts Llc

Waltham, MA

Other Businesses

01/2011 - WINDES INC - CPA FIRM - PARTNER - NON-INV RELATED - AT REPORTED LOCATION(S) - TIME SPENT 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS