Emily Roster

Current Employers

Integrated Wealth Concepts Llc

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

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED_RES	2024-08-12

NH RA
APPROVED_RES

Since 2024-08-12

Branch Locations

1 Merrill Industrial Drive Suite 19, Hampton, NH 03842 • 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
Onpoint Tax And Consulting Services, Pllc	Portsmouth	NH	07/2023	Present
M.P. Losapio & Company, Llc	Exeter	NH	10/2003	07/2023
Integrated Wealth Concepts, Llc	Waltham	MA	08/2024	Present

07/2023 → Present

Onpoint Tax And Consulting Services, Pllc

Portsmouth, NH
10/2003 → 07/2023

M.P. Losapio & Company, Llc

Exeter, NH
08/2024 → Present

Integrated Wealth Concepts, Llc

Waltham, MA

Other Businesses

07/2023 - ONPOINT TAX AND CONSULTING SERVICES, PLLC - CPA FIRM - PARTNER - 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

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