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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-01-03
TX RA APPROVED 2023-01-03
  • MI RA
    APPROVED
    Since 2023-01-03
  • TX RA
    APPROVED
    Since 2023-01-03

Branch Locations

42714 Woodward Avenue, Bloomfield Hills, MI 48304 • United States

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-01-07
MI RA APPROVED 2010-04-15
  • TX RA
    APPROVED
    Since 2015-01-07
  • MI RA
    APPROVED
    Since 2010-04-15

Branch Locations

42714 Woodward Ave, Bloomfield Hills, MI 48304 • United States

Troy, MI • United States

1229 S. Washington Ave., Royal Oak, MI 48067 • United States

1301 W Long Lake Rd Ste 340, Troy, MI 48098 • 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
Lpl Financial Llc Bloomfield MI 02/2006 Present
Wealthcare Advisory Partners, Llc Bloomfield MI 04/2020 Present
Integrated Wealth Concepts, Llc Waltham MA 01/2023 Present
Previous Registrations
Other Businesses

1. 12/20/2005 - Single member LLC. - Non-Variable Insurance - INV REL 2. 08/02/2007 - Joshua M. Barron - NOT INV REL - Other-Attorney - Legal Consultant - 5% TIME SPENT 3. 01/18/2011 - JMB Financial Services - Non-Variable Insurance DBA - 10% TIME SPENT - Individual producer 4. 8/15/2017 - No Business Name - NOT INV REL - Other-notary - Start 11/04/2015 - 1 Hr Per Month During Securities Trading. 5. 11/11/2019 - Barron Investment Properties, LLC - INV REL - Ferndale MI - Real Estate Rental - Start 04/01/2016 - 1 Hr Per Month/0 During Securities Trading 6. 4/22/2020 - JMB Financial Services Group, LLC - INV REL - At Reported Bus Loc(s) - DBA for LPL Business (entity for LPL business) - Started 01/13/2020 - 60 Hrs Per Month/2 Hrs During Securities Trading 7. 04/24/2020 - JMB Financial Services Group, LLC - INV REL - At Reported Bus Loc(s) - Registered Investment Advisor DBA - IAR - Start Date 04/16/2020 - 120 Hrs Per Month/ 120 Hrs During Securities Trading 8. 04/24/2020 - Wealthcare Advisory Partners LLC - INV REL - At Reported Bus Loc(s) - Registered Investment Advisor Hybrid - IAR - Start 04/16/2020 - 160 Hrs Per Month/6 Hrs During Securities Trading 9. 04/24/2020 - Wealthcare Capital - INV REL - At Reported Bus Loc(s) - Registered Investment Advisor DBA - Start 04/16/2020 - 120 Hrs Per Month/ 120 Hrs During Securities Trading 10. 04/19/2023 - Integrated Financial Partners - INV REL - At Reported Bus Loc (s) - DBA for LPL Business (entity for LPL business) - RIA - Start 04/01/2023 - 1 Hr Per Month/1 Hr During Securities Trading 11. 04/19/2023 - Integrated Partners - INV REL - At Reported Bus Loc (s) - DBA for LPL Business (entity for LPL business) - RIA - Start 04/01/2023 - 1 Hr Per Month/1 Hr During Securities Trading 12. 04/26/2023 - Integrated Wealth Concepts - INV REL - At Reported Bus Loc(s) - Registered Investment Advisor Hybrid - Start 04/01/2023 - 80 Hrs Per Month/80 Hrs During Securities Trading - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in 4/2023. 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. 13. 04/26/2023 - Integrated Partners - INV REL - At Reported Bus Loc (s) - Registered Investment Advisor DBA - Start Date 04/01/2023 - 1 Hr Per Month/1 Hr During Securities Trading 14. 04/26/2023 - JMB Financial Services Group, LLC - INV REL - At Reported Bus Loc(s) - Registered Investment Advisor DBA - Start 04/01/2023 -80 Hrs Per Month/80 Hrs During Securities Trading 15. 04/26/2023 - Integrated Financial Partners - INV REL - At Reported Bus Loc(s) - Registered Investment Advisor DBA - Start 04/01/2023 - 1 Hr Per Month/ 1 Hr During Securities Trading 16. 01/06/2026 - Barron Consulting Services, LLC - Other - Medicaid consulting - Not Investment Related - Home Based - Start Date 11/19/2025 - 5 hours per month/ during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-01-14
S63 Uniform Securities Agent State Law Examination 2002-06-07
  • S65 Uniform Investment Adviser Law Examination
    2003-01-14
  • S63 Uniform Securities Agent State Law Examination
    2002-06-07
Other Names
  • Josh Barron

View on SEC IAPD

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