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ANDREW J ROSS
ANDREW C ROSS, ANDREW ROSS
CRD#: 5574651
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Investment Adviser
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Previous Broker
INTEGRATED WEALTH CONCEPTS LLCCRD#: 284656 200 5TH AVE
SUITE 4010
WALTHAM, MA 02451
Registration History
20082010201220142016201820202022202420262 FIRMS2014 - 2016 (2 years)IAINTEGRATED WEALTH CONCEPTS LLC (CRD# 284656)2016 - Present (8 years)BLPL FINANCIAL LLC (CRD# 6413)2016 - 2021 (5 years)BDAVINCI CAPITAL MANAGEMENT INC. (CRD# 46897)2008 - 2014 (5 years)IADAVINCI CAPITAL MANAGEMENT INC. (CRD# 46897)2014 - 2014 (<1 year)
Disclosure(s)
View By:
2/16/2024
Customer Dispute
Pending
2/16/2024
Customer Dispute
Pending
License(s)

State Registrations

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Massachusetts 10/7/2016

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Texas 5/4/2018

Current Registration(s)
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INTEGRATED WEALTH CONCEPTS LLC (CRD#:284656)
200 5TH AVE SUITE 4010, WALTHAM, MA 02451
Registered with this firm since 10/7/2016

Previous Registration(s)
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10/04/2016 - 12/16/2021 LPL FINANCIAL LLC (CRD#:6413) WALTHAM, MA
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03/10/2014 - 10/20/2016 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) WALTHAM, MA
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02/25/2014 - 10/20/2016 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) WALTHAM, MA
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01/24/2014 - 02/04/2014 DAVINCI CAPITAL MANAGEMENT INC. (CRD#:46897) CAMBRIDGE, MA
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09/30/2008 - 02/04/2014 DAVINCI CAPITAL MANAGEMENT INC. (CRD#:46897) CAMBRIDGE, MA
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Broker
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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.