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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Felix G.CIncotta, Cpa | Newton | MA | 01/1990 | Present |
| Lincoln Financial Advisors Corp | Newton | MA | 05/2004 | 11/2016 |
| Lpl Financial Llc | Waltham | MA | 11/2016 | Present |
| Integrated Wealth Concepts Llc | Waltham | MA | 11/2016 | Present |
1. 11/15/2016 - NOTARY/ NOTARY/ 0%/ NEWTON, MA 2. 11/15/2016 - FELIX G. CINCOTTA CPA & CONSULTANTS/ CPA AFFILIATE PROGRAM/ 100%/ NEWTON, MA 3. 11/15/2016 - FELIX CINCOTTA/ NON-VARIABLE INSURANCE/ 0%/ NEWTON, MA 4. 11/15/2016 - CHARLES STREET REALTY PARTNERS, LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 1%/ NEWTON, MA 5. 11/15/2016 - REAL ESTATE RENTAL/ REAL ESTATE RENTAL/ 1%/ 1191 CHESTNUT ST, NEWTON UPPER FALLS, MA 02464 6. 11/15/2016 - FCM PROPERTIES, LLC/ REAL ESTATE RENTAL/ 1%/ 86-88 CUSHING ST, WALTHAM, MA 02453; 494A&B MAIN ST, WOBURN, MA 01801; 41-43 FISKE ST, WALTHAM, MA 02451 7. 11/15/2016 - INTEGRATED FINANCIAL PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ WALTHAM, MA 8. 12/14/2016 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - CPA with a hybrid RIA - Time Spent 100%. 9. 12/14/2016 - 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 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 | 2004-12-23 |
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