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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 2016-12-05
  • MA RA
    APPROVED
    Since 2016-12-05

Branch Locations

200 5Th Ave Suite 4010, Waltham, MA 02451 • 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
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
  • 01/1990 → Present
    Felix G.CIncotta, Cpa
    Newton, MA
  • 05/2004 → 11/2016
    Lincoln Financial Advisors Corp
    Newton, MA
  • 11/2016 → Present
    Lpl Financial Llc
    Waltham, MA
  • 11/2016 → Present
    Waltham, MA
Previous Registrations
  • 2005-01-03 → 2016-11-21
    Osaic Fa, Inc.
    Glastonbury, CT
    Waltham, MA
    Newton, MA
    Waltham, MA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-12-23
  • S66 Uniform Combined State Law Examination
    2004-12-23
Other Names
  • Phil Cincotta

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