Adviser and broker representative · Integrated Wealth Concepts LLC
Paul R. Weaver
CRD 6823440 · Severna Park, MD
At a glance
Paul R. Weaver is an investment adviser representative with Integrated Wealth Concepts LLC in Severna Park, MD, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Paul’s SEC record dates to 2023, about 3 years ago. Paul is also registered as a broker representative.
Current advisory firm
- Integrated Wealth Concepts LLCSince April 2023Severna Park, MD · $24B in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Paul’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Integrated Wealth Concepts LLC
- Richard C. OsmanSeverna Park · Certified Financial Planner, Chartered Financial Consultant
- Kenneth M. PumphreySeverna Park
- Michael D. AaronsonCranston
- Danya AbramsWaltham
- Andrew S. AdilSouth Windsor
- Susan M. Ahern-WiercinskiWaltham · Certified Financial Planner
- Neal M. AlbrittonCreve Coeur · Chartered Financial Consultant
- Christopher P. AldrichWaterford
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