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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-10-28 |
| VA | RA | APPROVED | 2016-10-28 |
Branch Locations
555 Belaire Avenue Suite 140, Chesapeake, VA 23320 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Chesapeake | VA | 05/2011 | 10/2016 |
| Lpl Financial Llc | Chesapeake | VA | 10/2016 | Present |
| Integrated Wealth Concepts Llc | Chesapeake | VA | 10/2016 | Present |
1)10/21/16- Integrated Financial Partners-DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)-100% 2)10/21/16-MFA, LLC- Business Entity For Tax Purposes Only / Inv. Related- at reported business location(s)-2% 3)10/21/16- Non-Variable Insurance- Inv. Related- at reported business location(s)-5% 4) 11/18/2016 - Integrated Wealth Concepts LLC - DBA: (Hybrid) Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Time Spent 100% - IAR - 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. 5) 11/18/2016 - Integrated Wealth Concepts LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Time Spent 100% - IAR. 6) 8/10/2017 - Currituck County High School - Not Investment Related - 4203 Caratoke Hwy, Barco NC 27917 - Other-Coach - Started 07/31/2017 - 40 Hours Per Month/5 Hours During Securities Trading. 7) 1/28/2019 - No Business Name - Not Investment Related - Police Athletic League Gym, 306 N. Road, Elizabeth City, NC 27929 - Other-Coach - Start Date: 01/02/2019 - 25 Hours Per Month/2 Hours During Securities Trading - Coaching a 15U girls club volleyball team for Albemarle Regional Volleyball Club. 8) 5/3/2021 - 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. 9) 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 | 1999-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-03 |
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