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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2016-10-31
  • MA RA
    APPROVED
    Since 2016-10-31

Branch Locations

230 Broadway Suite 101, Lynnfield, MA 01940 • 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
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
  • 08/1986 → Present
    Sabellil & Company
    Peabody, MA
  • 11/2003 → 10/2016
    Lincoln Financial Advisors Corp
    Peabody, MA
  • 10/2016 → Present
    Lpl Financial Llc
    Peabody, MA
  • 10/2016 → Present
    Waltham, MA
Other Businesses

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%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-14
S63 Uniform Securities Agent State Law Examination 2001-07-11
  • S66 Uniform Combined State Law Examination
    2016-10-14
  • S63 Uniform Securities Agent State Law Examination
    2001-07-11
Other Names
  • Joe Sabelli
  • Joseph Samuel Sabelli

View on SEC IAPD

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