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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sabellil & Company | Peabody | MA | 08/1986 | Present |
| Lincoln Financial Advisors Corp | Peabody | MA | 11/2003 | 10/2016 |
| Lpl Financial Llc | Peabody | MA | 10/2016 | Present |
| Integrated Wealth Concepts Llc | Waltham | MA | 10/2016 | Present |
1. 10/25/2016 - SABELLI & COMPANY STRATEGIC FINANCIAL SERVICES, LLC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 0%/ PEABODY, MA 2. 10/25/2016 - SABELLI AND COMPANY CPA P.C./ CPA AFFILIATE PROGRAM/ 0%/ PEABODY, MA 3. 10/25/2016 - INTEGRATED WEALTH CONCEPTS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ PEABODY, MA 4. 10/25/2016 - ACT PROPERTIES, LLC/ REAL ESTATE RENTAL/ 1%/ 95 LYNN STREET, SUITE A, PEABODY, MA 01960 5. 10/25/2016 - ACT II PROPERTIES, LLC/ REAL ESTATE RENTAL/ 1%/ PEABODY, MA 6. 10/25/2016 - JOSEPH SABELLI/ NON-VARIABLE INSURANCE/ 0%/ PEABODY, MA 7. 11/30/2016 - Integrated Wealth Concepts - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Time Spent 100% - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in October 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. 8. 11/30/2016 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Time Spent 100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-11 |
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