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RIA / WealthAdvisorCertified Financial Planner|Personal Financial Specialist20 years in industry

Richard Edward LaCross

Advisor at INTEGRATED WEALTH CONCEPTS LLC

Acton, MA

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Search this name across graphsid dfx:ria:ee76fd26-0325-cf0c-6539-4e7fc38df2cf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 14, 2005 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: Dec 14, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Personal Financial Specialist
First registration: Dec 14, 2005
Dual registered: no
Other names: RICHARD EDWARD LACROSS|RICHARD EDWARD LACROSS
IAPD individual key: 5030265

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 10, 2017	n/a	yes	Acton, MA	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 7, 2016	May 8, 2017	no	ACTON, MA\|WESTBOROUGH, MA	Previous registration
KLR INVESTMENT ADVISORS, LLC	Former SEC adviser	Feb 23, 2011	Jan 4, 2016	no	WALTHAM, MA\|PROVIDENCE, RI	Previous registration
CHOREO, LLC	Independent wealth	Oct 13, 2010	Jan 31, 2011	no	BOSTON, MA	Previous registration
CATURANO WEALTH MANAGEMENT, LLC	n/a	Dec 14, 2005	Sep 14, 2010	no	BOSTON, MA	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
LPL FINANCIAL LLC	INTEGRATED WEALTH CONCEPTS LLC	May 8, 2017	Oct 10, 2017	155	Firm change	Other
KLR INVESTMENT ADVISORS, LLC	LPL FINANCIAL LLC	Jan 4, 2016	Mar 7, 2016	63	Firm change	Other
CHOREO, LLC	KLR INVESTMENT ADVISORS, LLC	Jan 31, 2011	Feb 23, 2011	23	Firm change	Other
CATURANO WEALTH MANAGEMENT, LLC	CHOREO, LLC	Sep 14, 2010	Oct 13, 2010	29	Firm change	Other

Relationships

Registered with (5)

→ INTEGRATED WEALTH CONCEPTS LLCRegistered adviserregistration: current employment
Oct 10, 2017 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Mar 7, 2016 to May 8, 2017factForm ADV
→ KLR INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 23, 2011 to Jan 4, 2016factForm ADV
→ CHOREO, LLCRegistered adviserregistration: previous registration
Oct 13, 2010 to Jan 31, 2011factForm ADV
→ CATURANO WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 14, 2005 to Sep 14, 2010factForm ADV

Dated events

No dated event names this entity yet.