Jonathan Sudkin

Current Employers

Employment History

• 01/2015 → 10/2016
  Metlife Securities Inc.
  Wellesley, MA
• 10/2016 → Present
  Lpl Financial Llc
  Waltham, MA
• 10/2016 → Present
  Integrated Wealth Concepts Llc
  Waltham, 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) - 100% Time Spent (2) 10/07/2016: No Business Name - Non-Variable Insurance - Investment Related - 1 Brook St, Natick, MA 01760 - Start 09/28/2016 - 8 Hr/Mo; 2 Hour(s) During Securities Trading; 1% Time Spent - Disability, health, life, LTC, fixed (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 - Started 09/01/2019 - 5 Hours Per Month During Securities Trading. (6) 5/4/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/01/2021 - 1 Hour Per Month During Securities Trading. (7) 01/13/2025- Eagle lane wealth Management- Business Entity For Tax/Investment Purposes Only- Not Investment Related- At Reported Business Location(s) - Start Date 12/20/2024- 40 hours per month/ 8 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-22
• S63 Uniform Securities Agent State Law Examination
  1998-04-07