Best Investors Account Sign in
Current Employers
Integrated Wealth Concepts Llc

200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2022-05-04
  • CT RA
    APPROVED
    Since 2022-05-04

Branch Locations

1481 Pleasant Valley Road, Manchester, CT 06042 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Coburn & Meredith, Inc. Hartford CT 03/1992 04/2022
Lpl Financial Simsbury CT 04/2022 Present
Integrated Wealth Concepts Llc Waltham MA 05/2022 Present
  • 03/1992 → 04/2022
    Coburn & Meredith, Inc.
    Hartford, CT
  • 04/2022 → Present
    Lpl Financial
    Simsbury, CT
  • 05/2022 → Present
    Waltham, MA
Previous Registrations
  • 2003-04-15 → 2021-11-10
    Coburn & Meredith, Inc.
    Boston, MA
    Boston, MA
    Alexandria, VA
    Glastonbury, CT
    Greenland, NH
    Glastonbury, CT
    Glastonbury, CT
    Simsbury, CT
    Simsbury, CT
    Alexandria, VA
    Norwalk, CT
    Stamford, CT
    Simsbury, CT
    Worcester, MA
    South Windsor, CT
    Stafford Springs, CT
    Simsbury, CT
Other Businesses

1- 07/2021 / DBA for LPL Business (entity for LPL business) / Coburn Financial / Investment Related / Simsbury, CT 06070 2- 01/2008 / Rental Property / Real Estate Rental / Investment Related / One Old Mill Simsbury CT office space / Simsbury, CT 3- 04/2022 / DBA for LPL Business (entity for LPL business) / Integrated Partners / Investment Related / Simsbury, CT 4- 05/04/2022 - Integrated Wealth Concepts - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin - Start Date: 07/12/2021 - 80 Hours Per Month/4 Hours During Securities Trading - Time Spent 50% - I provide administrative support to Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in 7/2021. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5- 05/04/2022 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Licensed Admin - Start Date: 07/12/2021 - 80 Hours Per Month/4 Hours During Securities Trading - Time Spent 50%.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-11-17
S63 Uniform Securities Agent State Law Examination 1989-10-25
  • S65 Uniform Investment Adviser Law Examination
    1994-11-17
  • S63 Uniform Securities Agent State Law Examination
    1989-10-25
Other Names
  • Elizabeth Mohun Coburn
  • Elizabeth Mohun Derway

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Manchester, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor