Matthew Sean Donovan

Current Employers

Employment History

• 07/2016 → Present
  Lpl Financial Llc
  Rockland, MA
• 08/2016 → Present
  Integrated Wealth Concepts Llc
  Rockland, MA

Previous Registrations

• 2012-08-07 → 2016-08-01
  Mariner
  Overland Park,, KS

Other Businesses

(1) 07/29/2016: No Business Name - Non-Variable Insurance - Investment Related - Location TBD - Start 06/16/2016 - 24 Hr/Mo; 6 Hour(s) During Securities Trading; 15% Time Spent - Life, Health, Fixed, LTC (2) 07/29/2016: MDonovan Financial - DBA for LPL Business (entity for LPL business) - Investment Related - Location TBD - Start 06/16/2016 - 160 Hr/Mo; 40 Hour(s) During Securities Trading; 100% Time Spent (3) 07/29/2016: P & M Real Estate Trust - Real Estate Rental - Not Investment Related - N. Kings Highway, Myrtle Beach, SC 29572 - Start 06/16/2016 - No Time Spent - rental condo (4) 09/14/2016: Integrated Wealth Concepts - Registered Investment Advisor Hybrid - Investment Related - At Reported Location(s) - Start 08/15/2016 - 160 Hr/Mo; 160 Hour(s) During Securities Trading - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in August 2016. I expect to spend approximately 160 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) 11/01/2016: Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s). (6) 12/22/2016: Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 12/07/2016 - 0 Hours Per Month. (7) 6/12/2017 - INTEGRATED WEALTH CONCEPTS LLC - DBA: (Hybrid) M Donovan Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 08/15/2016 - 160 Hours Per Month During Securities Trading. (8) 4/10/2019 - D & D Financial - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner - Start Date: 07/29/2016 - 10 Hours Per Month/0 Hours During Securities Trading. (9) 5/3/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. (10) 5/5/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. (11) 12/10/2024 - Investment Related - Real Estate Rental - North Conway NH - Start Date: 10/01/2023 - 0 Hours per Month - 0Hrs during Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-01-27
• S63 Uniform Securities Agent State Law Examination
  1999-08-13