Brian Harding Dawahare

Current Employers

Employment History

• 12/2012 → Present
  Lpl Financial Llc
  Louisville, KY
• 12/2012 → 01/2019
  Independent Financial Partners
  Louisville, KY
• 01/2019 → Present
  Integrated Wealth Concepts, Llc
  Louisville, KY

Previous Registrations

• 2012-12-17 → 2019-01-22
  Independent Financial Partners
  Louisville, KY
• 2003-08-07 → 2012-12-13
  Osaic Fs, Inc.
  Louisville, KY
  Louisville, KY
• 2000-08-25 → 2003-04-01
  Veravest Investment Advisors, Inc.
  Louisville, KY

Other Businesses

1. 10/16/2012 - Financial Strategies Group - Non-Variable Insurance DBA - 100% TIME SPENT - Fixed and Traditional Insurance and DI 2. 07/25/2013 - BD BITTERING CO. - SMALL BUSINESS - BD BITTERING CO. IS A SMALL BAR AND RESTAURANT SUPPLY COMPANY FOR MIXER PRODUCTS. I AM THE OWNER AND PRODUCE THE PRODUCTS SOLD AND HAVE FULL AUTHORITY OVER THE BUSINESS. 3. 9/20/2013: REAL ESTATE RENTAL - J&B PROPERTIES - 1 OFFICE RENTAL UNIT - PROPERTY IS OWNED BY JAY DORTCH AND BRIAN DAWAHARE AND WE RENT IT TO OURSELVES (FINANCIAL STRATEGIES GROUP DBA). - TIME SPENT 0% - LOUISVILLE, KY. 4. 10/17/2013 - Financial Strategies Group - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 5. 7/17/2018 - J&B Makes Three - Investment Related - Other-Rep's Business - Start Date:05/01/2018 - 0 Hours Per Month/0 Hours During Trading. 6. 3/11/2019 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/22/2019 - 120 Hours Per Month/40 Hours During Securities Trading. 7. 3/25/2019 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 01/22/2019 - 120 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 01/2019. I expect to spend approximately 120 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. 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. 10. 12/16/2022 - (Hybrid) Integrated Wealth Concepts, LLC - DBA: (Hybrid) Financial Strategies Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 01/01/2013 - 80 Hours Per Month/80 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-03
• S63 Uniform Securities Agent State Law Examination
  1997-06-19

Other Names

• Brian H Dawahare