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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)45 years in industry

JUDITH FELICIA CHIMENTI

Advisor at INTEGRATED WEALTH CONCEPTS LLC

North Hampton, NH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 7, 2002 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INTEGRATED WEALTH CONCEPTS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 14, 1981earliest registration or exam on IAPD
Years in industry: 45derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S63
First exam: Sep 14, 1981
First registration: Feb 7, 2002
Dual registered: yes, broker-dealer
IAPD individual key: 729565

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INTEGRATED WEALTH CONCEPTS LLC	Independent wealth	Oct 28, 2016	n/a	yes	North Hampton, NH	Current employment
OSAIC FA, INC.	Former SEC adviser	Jul 2, 2015	Nov 5, 2016	no	NORTH HAMPTON, NH\|NORTH HAMPTON, NH\|WALTHAM, MA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 28, 2004	Nov 12, 2014	no	NORTH HAMPTON, NH\|WALTHAM, MA\|WESTWOOD, MA\|NORTH HAMPTON, NH	Previous registration
WS GRIFFITH SECURITIES, INC.	n/a	Feb 7, 2002	Jun 3, 2004	no	NO. HAMPTON, NH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC FA, INC.	INTEGRATED WEALTH CONCEPTS LLC	Nov 5, 2016	Oct 28, 2016	-8	Bulk transfer	Other
LPL FINANCIAL LLC	OSAIC FA, INC.	Nov 12, 2014	Jul 2, 2015	232	Firm change	Other
WS GRIFFITH SECURITIES, INC.	LPL FINANCIAL LLC	Jun 3, 2004	May 28, 2004	-6	Firm change	Other

Relationships

Registered with (4)

→ INTEGRATED WEALTH CONCEPTS LLCRegistered adviserregistration: current employment
Oct 28, 2016 to presentfactForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Jul 2, 2015 to Nov 5, 2016factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 28, 2004 to Nov 12, 2014factForm ADV
→ WS GRIFFITH SECURITIES, INC.Registered adviserregistration: previous registration
Feb 7, 2002 to Jun 3, 2004factForm ADV

Dated events

No dated event names this entity yet.