• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
JEFFREY TARABOULOS
JEFFERY TARABOULOS
CRD#: 4126922
IA
Investment Adviser
B
Previous Broker
INTEGRATED WEALTH CONCEPTS LLCCRD#: 284656 9300 South Dadeland Blvd.
Suite 600
Miami, FL 33156
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2012 - 2012 (<1 year)2 FIRMS2012 - 2015 (3 years)IAINTEGRATED WEALTH CONCEPTS LLC (CRD# 284656)2019 - Present (6 years)BNATIONAL PLANNING CORPORATION (CRD# 29604)2007 - 2011 (4 years)BPFS INVESTMENTS INC. (CRD# 10111)2000 - 2006 (6 years)IABLUEPRINT WEALTH ALLIANCE, LLC (CRD# 284167)2017 - 2019 (1 year)IANATIONAL PLANNING CORPORATION ... (CRD# 29604)2009 - 2011 (2 years)
License(s)

State Registrations

IA
Florida 2/14/2019

Current Registration(s)
IA
INTEGRATED WEALTH CONCEPTS LLC (CRD#:284656)
9300 South Dadeland Blvd. Suite 600, Miami, FL 33156
Registered with this firm since 2/14/2019

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
03/02/2017 - 01/07/2019 BLUEPRINT WEALTH ALLIANCE, LLC (CRD#:284167) Miami, FL
IA
07/16/2012 - 10/28/2015 SAGEPOINT FINANCIAL, INC. (CRD#:133763) MIAMI, FL
B
06/29/2012 - 10/28/2015 SAGEPOINT FINANCIAL, INC. (CRD#:133763) MIAMI, FL
IA
01/27/2012 - 06/29/2012 INVESTACORP ADVISORY SERVICES INC (CRD#:109011) MIAMI, FL
B
01/13/2012 - 06/29/2012 INVESTACORP, INC. (CRD#:7684) MIAMI, FL
IA
07/24/2009 - 11/18/2011 NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) (CRD#:29604) MIAMI, FL
B
02/26/2007 - 11/18/2011 NATIONAL PLANNING CORPORATION (CRD#:29604) MIAMI, FL
B
05/08/2000 - 10/04/2006 PFS INVESTMENTS INC. (CRD#:10111) DULUTH, GA
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.