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Advisor at INTEGRATED WEALTH CONCEPTS LLC
TAMPA, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| INTEGRATED WEALTH CONCEPTS LLC | Independent wealth | Mar 20, 2026 | n/a | yes | TAMPA, FL | Current employment |
| QUESTMONT VIRTUAL FAMILY OFFICE, LLC | Former SEC adviser | Apr 11, 2025 | May 14, 2026 | no | TAMPA, FL | Previous registration |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Jan 22, 2018 | Jun 2, 2025 | no | Camp Hill, PA|AUSTIN, TX|Tampa, FL | Previous registration |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Nov 20, 2012 | Jan 25, 2018 | no | SCOTTSDALE, AZ|CAMP HILL, PA | Previous registration |
| NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) | Former SEC adviser | Nov 2, 2005 | Nov 28, 2012 | no | HARRISBURG, PA | Previous registration |
| VICUS CAPITAL, INC. | Independent wealth | Feb 3, 2005 | Nov 3, 2005 | no | HARRISBURG, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| QUESTMONT VIRTUAL FAMILY OFFICE, LLC | INTEGRATED WEALTH CONCEPTS LLC | May 14, 2026 | Mar 20, 2026 | -55 | Firm change after gap | RIA to RIA |
| KESTRA ADVISORY SERVICES, LLC | QUESTMONT VIRTUAL FAMILY OFFICE, LLC | Jun 2, 2025 | Apr 11, 2025 | -52 | Firm change after gap | Ibd to new firm |
| OSAIC WEALTH, INC. | KESTRA ADVISORY SERVICES, LLC | Jan 25, 2018 | Jan 22, 2018 | -3 | Firm change | Other |
| NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) | OSAIC WEALTH, INC. | Nov 28, 2012 | Nov 20, 2012 | -8 | Firm change | Other |
| VICUS CAPITAL, INC. | NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) | Nov 3, 2005 | Nov 2, 2005 | -1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 335307:284656:FL:2026-05-14 | May 14, 2026 | Mar 20, 2026 | TAMPA, FL | Firm change after gap |
| 283330:335307:FL:2025-06-02 | Jun 2, 2025 | Apr 11, 2025 | TAMPA, FL | Firm change after gap |
| 23131:283330:PA:2018-01-25 | Jan 25, 2018 | Jan 22, 2018 | CAMP HILL, PA | Firm change |