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Darren Michael Fabric

Integrated Wealth Concepts LLC

Highland Park, IL

CRD 4277557

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Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-08-03
  • IL RA
    APPROVED
    Since 2021-08-03

Branch Locations

Highland Park, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Integrated Wealth Concepts, Llc Northbrook IL 08/2021 Present
Level Four Advisory Services Northbrook IL 03/2016 08/2021
Lpl Financial, Llc Northbrook IL 03/2016 Present
Previous Registrations
Other Businesses

1. 3/23/2016 - Level Four Insurance Services LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 03/16/2016 - 4 Hours Per Month/1 Hour During Securities Trading - Time Spent 2%. 2. 8/12/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/09/2021 - 1 Hour Per Month During Securities Trading. 3. 8/12/2021 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/09/2021 - 40 Hours Per Month During Securities Trading. 4. 8/19/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 08/09/2021 - 5 Hours Per Month During Securities Trading. 5. 8/19/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 08/09/2021 - 120 Hours Per Month During Securities Trading. 6. 8/19/2021 - Integrated Wealth Concepts - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 08/09/2021 - 120 Hours Per Month During Securities Trading - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in 8/2021. I expect to spend approximately 120 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. 7. 09/25/2023 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 08/01/2013 - 10 Hours Per Month/ 10 Hours During Trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-06-03
S65 Uniform Investment Adviser Law Examination 2013-03-22
  • S63 Uniform Securities Agent State Law Examination
    2013-06-03
  • S65 Uniform Investment Adviser Law Examination
    2013-03-22

View on SEC IAPD

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