Frank Stuart

Current Employers

Employment History

• 12/2003 → 09/2019
  Lincoln Financial Advisors Corp.
  Manalapan, NJ
• 09/2019 → Present
  Lpl Financial, Llc
  Manalapan, NJ
• 09/2019 → Present
  Integrated Wealth Concepts, Llc
  Manalapan, NJ

Previous Registrations

• 2004-04-20 → 2019-09-19
  Osaic Fa, Inc.
  Manalapan, NJ
  Manalapan, NJ
• 2002-05-06 → 2003-12-18
  Veravest Investment Advisors, Inc.
  Piscataway, NJ

Other Businesses

1. 09/13/2019 - FINANCIAL EDUCATORS NETWORK LLC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ NOT INVESTMENT RELATED/ 1%/ MORGANVILLE, NJ 2. 09/13/2019 - FRANK STUART/ SEMINARS/ INVESTMENT RELATED/ 5%/ MORGANVILLE, NJ 3. 09/13/2019 - PRECISION FINANCIAL STRATEGIES/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 5%/ MANALAPAN, NJ 4. 09/13/2019 - PRECISION FINANCIAL STRATEGIES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 50%/ MANALAPAN, NJ 5. 9/23/2019 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Precision Financial Strategies - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 09/06/2019 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 50%. 6. 9/23/2019 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 09/06/2019 - 80 Hours Per Month/4 Hours During Securities Trading - I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 09/2019. I expect to spend approximately 80 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. The firm is separate from and independent of LPL Financial. 7. 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. 8. 5/5/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 9. 09/19/2022 - Stuart Financial Group Inc. - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date - 08/23/2022 - 1 Hours Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2001-08-29