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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-03-17 |
Branch Locations
3490 Whitney Ave Suite 204, Hamden, CT 06518 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A+Accounting And Tax Prep. | Hamden | CT | 01/2003 | Present |
| Lincoln Fianncial Advisors | Hamden | CT | 01/2011 | 11/2016 |
| Lpl Financial Llc | Waltham | MA | 12/2016 | Present |
| Integrated Wealth Concepts Llc | Waltham | MA | 12/2016 | Present |
| Integrated Wealth Concepts, Llc | Waltham | MA | 03/2021 | Present |
1. 12/15/2016 - A+ Accounting and Tax Prep, LLC/ CPA Affiliate Program/ 100%/ Hamden, CT 2. 12/15/2016 - Fixed Insurance/ Non-Variable Insurance/ 0%/ Hamden, CT 3. 12/15/2016 - Rental Property/ Real Estate Rental/ 5%/ Cheshire, CT 4. 3/17/2021 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 160 Hours Per Month/5 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in March 2021. I expect to spend approximately 160 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. 5. 3/17/2021 - Integrated Wealth Concepts, LLC - DBA: Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - 160 Hours Per Month/5 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in March 2021. I expect to spend approximately 160 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-15 |
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