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Current Employers
Integrated Wealth Concepts Llc

200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2016-10-28
  • VA RA
    APPROVED
    Since 2016-10-28

Branch Locations

10550 Linden Lake Plaza Suite 300, Rm 108, Manassas, VA 20109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Corporation Fairfax VA 08/2011 10/2016
Lpl Financial Llc Fairfax VA 09/2016 10/2016
Integrated Wealth Concepts Llc Fairfax VA 10/2016 Present
  • 08/2011 → 10/2016
    Lincoln Financial Advisors Corporation
    Fairfax, VA
  • 09/2016 → 10/2016
    Lpl Financial Llc
    Fairfax, VA
  • 10/2016 → Present
    Fairfax, VA
Previous Registrations
  • 2011-08-01 → 2016-10-31
    Osaic Fa, Inc.
    Fairfax, VA
    Fairfax, VA
    Fairfax, VA
  • 2010-06-15 → 2011-08-02
    Concourse Financial Group Securities, Inc.
    Chantilly, VA
    Birmingham, AL
    Chantilly, VA
  • 2008-07-04 → 2010-05-28
    Uvest Financial Services Group, Inc.
    Chantilly, VA
    Chantilly, VA
    Chicago, IL
    Chantilly, VA
Other Businesses

1) 10/19/2016 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 8/31/2016 - 10 Hours Per Month During Securities Trading - Time Spent 8% - sell: Accident, Health, Disability, LTC, health savings accounts, medicare supplements and traditional life insurance products. 2) 10/19/2016 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Motivational Speaker - Started 8/31/2016 - 4 Hours Per Month/0 Hours During Securities Trading - Time Spent 5%. 3) 10/19/2016 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary - Started 1/1/2010 - 4 Hours Per Month - Time Spent 4%. 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 60% - 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 60% 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 60% - IAR. 6) 1/18/2017 - Damsel In Defense - Not Investment Related - Home Based - Other-Direct Sales - Sales Representative - Started 01/06/17 - 5 Hours Per Month/0 Hours During Securities Trading. 7) 11/01/2019 - Dennis and Associates Group Inc - Investment related - 5885 Trinity Pkwy, #130, Centreville, VA 20120 - Outside/W-2 Employment - start date:11/01/2019 - 120 hrs/mo - 10 hrs during trading. 8) 8/26/2020 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 40%. 9) 5/4/2021 - 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. 10) 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-07-02
S63 Uniform Securities Agent State Law Examination 1998-02-02
  • S66 Uniform Combined State Law Examination
    2008-07-02
  • S63 Uniform Securities Agent State Law Examination
    1998-02-02
Other Names
  • Amy Katherine Meo

View on SEC IAPD

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