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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-04-21 |
| NH | RA | APPROVED | 2016-11-29 |
Branch Locations
273 Locust Street Suite 207, Dover, NH 03820 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Stratham | NH | 11/2016 | Present |
| Integrated Wealth Concepts Llc | Stratham | NH | 11/2016 | Present |
| Lincoln Fiancial Advisors | Waltham | MA | 01/2006 | 11/2016 |
| Leone, Mcdonnell & Roberts, Pa | Exeter | NH | 01/2005 | Present |
1)11/11/16- Leone, McDonnel and Roberts, PA-CPA. Affiliate Program- Inv. Related- Stratham, NH- start date 11/1/2005- 95% 2)11/11/16- Integrated Financial Partners- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- 100% 3)11/11/16- Non-Variable and Variable Insurance- Inv. Related- Stratham, NH - start date 11/12/16- 2% 4) Non. Inv. Related - Exeter Country Club located in Exeter, NH. Board of Directors Member, VP start date11/13/16 5) 12/2/2016 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Time Spent 100% - IAR. 6) 12/2/2016 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Wealth Concepts - Investment Related - At Reported Business Location(s) - (Hybrid) Integrated Wealth Concepts - Time Spent 100% - IAR - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in November 2016. I expect to spend approximately 100% of my time 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-06 |
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