Brad Mitchell Capland

Current Employers

Employment History

• 12/1991 → Present
  Brad M. Capland, Cpa
  Concord, MA
• 01/2015 → 10/2016
  Metlife Securities Inc.
  Concord, MA
• 11/2016 → Present
  Lpl Financial Llc
  Waltham, MA
• 11/2016 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Other Businesses

(1) 11/09/2016: No Business Name - NOTARY - Not Investment Related - 2250 MAIN STREET #3 CONCORD, MA 01742 - Start 01/01/1991 - 0 Hr/Mo (2) 11/09/2016: No Business Name - Real Estate Rental - Investment Related - 22 BLUEBERRY ISLAND ROAD, ORLEANS, MA 02653 - Start 08/01/2016 - 1 Hr/Mo; 0 Hour(s) During Securities Trading - Co-Owner (3) 11/09/2016: Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 100% Time Spent (4) 11/09/2016: BRAD M CAPLAND CPA PC - CPA Affiliate Program - Investment Related - 2250 MAIN STREET SUITE #3, CONCORD, MA 01742 - Start 01/01/1991 - 10 Hr/Mo; 40 Hour(s) During Securities Trading; 100% Time Spent - GENERAL ACCOUNTING AND TAX RELATED SERVICES FOR BUSINESS, TRUSTS AND INDIVIDUALS (5) 11/30/2016: Integrated Wealth Concepts - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Time Spent 100% - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in November 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. (6) 11/30/2016: Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Time Spent 100% - IAR. (7) 11/27/2018 - No Business Name - Investment Related - Orleans, MA 02653 - Real Estate Rental - Started 11/19/2018 - 3 Hours Per Month/2 Hours During Securities Trading - 4 weeks of summer rental on Cape Cod. (8) 9/28/2020 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/01/2020 - 1 Hour Per Month During Securities Trading. (9) 9/30/2020 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 09/01/2020 - 1 Hour Per Month During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2000-12-23

Other Names

• Brad Capland