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RIA / WealthAdvisor28 years in industry

JOHN ORION FLORENCE

Advisor at INTEGRATED WEALTH CONCEPTS LLC

WALTHAM, MA | SAVANNAH, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fda18ff5-8fef-d36a-783f-6c5e4db3a072

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 8, 2003 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 11, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Sep 11, 1998
First registration: May 8, 2003
Dual registered: no
Other names: JR JOHN ORION FLORENCE
IAPD individual key: 2336277

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 4, 2016	n/a	yes	WALTHAM, MA\|SAVANNAH, GA	Current employment
OSAIC FA, INC.	Former SEC adviser	Dec 12, 2003	Sep 28, 2016	no	WALTHAM, MA\|WALTHAM, MA	Previous registration
VERAVEST INVESTMENT ADVISORS, INC.	n/a	May 8, 2003	Dec 1, 2003	no	WALTHAM, 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
OSAIC FA, INC.	INTEGRATED WEALTH CONCEPTS LLC	Sep 28, 2016	Oct 4, 2016	6	Firm change	Other
VERAVEST INVESTMENT ADVISORS, INC.	OSAIC FA, INC.	Dec 1, 2003	Dec 12, 2003	11	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
3978:284656:MA:2016-09-20	Sep 28, 2016	Oct 4, 2016	WALTHAM, MA	Firm change

Relationships

Registered with (3)

→ INTEGRATED WEALTH CONCEPTS LLCRegistered adviserregistration: current employment
Oct 4, 2016 to presentfactForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Dec 12, 2003 to Sep 28, 2016factForm ADV
→ VERAVEST INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
May 8, 2003 to Dec 1, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fda18ff5-8fef-d36a-783f-6c5e4db3a072
First observed: May 8, 2003
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JOHN ORION FLORENCE

Advisor at INTEGRATED WEALTH CONCEPTS LLC

WALTHAM, MA | SAVANNAH, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fda18ff5-8fef-d36a-783f-6c5e4db3a072

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:32 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

INTEGRATED WEALTH CONCEPTS LLC

Independent wealth

Oct 4, 2016

n/a

yes

WALTHAM, MA|SAVANNAH, GA

Current employment

OSAIC FA, INC.

Former SEC adviser

Dec 12, 2003

Sep 28, 2016

WALTHAM, MA|WALTHAM, MA

Previous registration

VERAVEST INVESTMENT ADVISORS, INC.

n/a

May 8, 2003

Dec 1, 2003

WALTHAM, MA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

OSAIC FA, INC.

INTEGRATED WEALTH CONCEPTS LLC

Sep 28, 2016

Oct 4, 2016

Firm change

Other

VERAVEST INVESTMENT ADVISORS, INC.

OSAIC FA, INC.

Dec 1, 2003

Dec 12, 2003

Firm change

Other

Team

Left

Joined

From

Kind

3978:284656:MA:2016-09-20

Sep 28, 2016

Oct 4, 2016

WALTHAM, MA

Firm change