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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-06 |
| CA | RA | APPROVED | 2023-02-01 |
Branch Locations
12555 High Bluff Drive Suite 210, San Diego, CA 92130 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Laurel Wealth Advisors | La Jolla | CA | 03/2015 | Present |
| Integrated Wealth Concepts, Llc | Waltham | MA | 02/2023 | Present |
1. 02/01/2023 - Integrated Wealth Concepts, LLC - DBA: LAUREL WEALTH ADVISORS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 02/01/2023 - 160 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-21 |
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