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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2021-07-28 |
| TX | RA | APPROVED | 2018-05-04 |
| CT | RA | APPROVED | 2016-10-13 |
Branch Locations
116 South River Road Building E, Unit E4, Bedford, NH 03110 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp | Glastonbury | CT | 11/2003 | 09/2016 |
| Lpl Financial Llc | Derry | NH | 10/2016 | 12/2022 |
| Integrated Wealth Concepts Llc | Glastonbury | CT | 10/2016 | Present |
10/07/2016: No Business Name - Non-Variable Insurance - Investment Related - 26 E Derry Rd, Derry, NH 03038 - Start 06/01/1996 - 5 Hr/Mo; 1 Hour(s) During Securities Trading; 2% Time Spent - Health and LTC, disability 11/01/2016: Integrated Wealth Concepts - Registered Investment Advisor DBA - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - 60% Time Spent 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-09 |
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