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Advisor at INTEGRATED WEALTH CONCEPTS LLC
Elmhurst, IL
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 | Jul 6, 2026 | n/a | yes | Elmhurst, IL | Current employment |
| HIGHTOWER ADVISORS, LLC | Bd affiliated wealth | Oct 8, 2020 | Jul 6, 2026 | no | CHICAGO, IL|Chicago, IL|Chicago, IL | Previous registration |
| PRIVATE VISTA, LLC | Former SEC adviser | Aug 2, 2016 | Nov 4, 2020 | no | Hinsdale, IL|OAK BROOK, IL | Previous registration |
| WNA WEALTH ADVISORS, INC. | Former SEC adviser | Apr 1, 2011 | Aug 1, 2016 | no | HINSDALE, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HIGHTOWER ADVISORS, LLC | INTEGRATED WEALTH CONCEPTS LLC | Jul 6, 2026 | Jul 6, 2026 | 0 | Firm change | Ibd to RIA |
| PRIVATE VISTA, LLC | HIGHTOWER ADVISORS, LLC | Nov 4, 2020 | Oct 8, 2020 | -27 | Firm change | RIA to ibd |
| WNA WEALTH ADVISORS, INC. | PRIVATE VISTA, LLC | Aug 1, 2016 | Aug 2, 2016 | 1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 145323:284656:IL:2026-07-06 | Jul 6, 2026 | Jul 6, 2026 | CHICAGO, IL | Firm change |
| 108084:145323:IL:2020-11-04 | Nov 4, 2020 | Oct 8, 2020 | OAK BROOK, IL | Firm change |
| 106792:108084:IL:2016-08-01 | Aug 1, 2016 | Aug 2, 2016 | HINSDALE, IL | Firm change |