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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-08
MA RA APPROVED 2016-10-17
  • TX RA
    APPROVED
    Since 2026-06-08
  • MA RA
    APPROVED
    Since 2016-10-17

Branch Locations

200 5Th Ave Suite 4010, Waltham, MA 02451 • United States

29 Crafts Street Suite 510, Newton, MA 02458 • 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
Lincoln Financial Advisors Waltham MA 02/2009 10/2016
Lpl Financial, Llc Waltham MA 10/2016 Present
Integrated Wealth Concepts Llc Waltham MA 10/2016 Present
  • 02/2009 → 10/2016
    Lincoln Financial Advisors
    Waltham, MA
  • 10/2016 → Present
    Lpl Financial, Llc
    Waltham, MA
  • 10/2016 → Present
    Waltham, MA
Previous Registrations
  • 2009-03-13 → 2016-10-11
    Osaic Fa, Inc.
    Waltham, MA
    Fort Wayne, IN
    Waltham, MA
  • 2005-04-11 → 2009-05-29
    Osaic Fs, Inc.
    Waltham, MA
    Newton, MA
  • 2004-03-08 → 2005-04-04
    1717 Capital Management Company
    Newton , MA
Other Businesses

(1) 10/07/2016: Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (2) 10/07/2016: Peter Salkins - Non-Variable Insurance - Investment Related - 300 Fifth Ave, 3rd floor, Waltham MA 02451 - Start 01/29/2009 - 20 Hr/Mo; 15 Hour(s) During Securities Trading; 10% Time Spent - Fixed, Life, LTC, Health and Disability (3) 10/25/2016: Integrated Wealth Concepts - Registered Investment Advisor Hybrid - DBA: (Hybrid) Integrated Wealth Concepts - Investment Related - 300 Fifth Ave. 3rd Floor Waltham, MA 02451 - 100% Time Spent - 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. (4) 11/01/2016: Integrated Wealth Concepts - Registered Investment Advisor DBA - DBA: (Hybrid) Integrated Financial Partners - Investment Related - 300 Fifth Ave. 3rd Floor Waltham, MA 02451 - 100% Time Spent. (5) 9/25/2019 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 09/01/2019 - 5 Hours Per Month/5 Hours During Securities Trading. (6) 5/4/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. (7) 8/10/2021 - Integrated Wealth Concepts - DBA: (Hybrid) The Salkins Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 08/01/2021 - 80 Hours Per Month/80 Hours During Securities Trading. (8) 8/24/2021 - The Salkins Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/01/2021 - 80 Hours Per Month/80 Hours During Securities Trading. (9) 12/26/2023 - Alkon Financial Services - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 12/01/2023 - 10 Hours Per Month/ During Trading (10) 10/11/2024 - Real Estate Rental - Owner/ Landlord - Investment Related - York, ME - Start Date 05/01/2024 - 5 Hours Per Month/ During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-07-16
  • S66 Uniform Combined State Law Examination
    2001-07-16
Designations

View on SEC IAPD

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