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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-05-04 |
Branch Locations
1481 Pleasant Valley Road, Manchester, CT 06042 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1989-10-25 |
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