Matthew Robert Barrette

Current Employers

Employment History

• 09/2013 → Present
  Lpl Financial, Llc
  Roanoke, VA
• 09/2013 → 05/2021
  Level Four Advisory Services Llc
  Roanoke, VA
• 05/2021 → Present
  Integrated Wealth Concepts, Llc (Dba: Integrated Partners)
  Roanoke, VA

Previous Registrations

• 2013-09-13 → 2021-05-25
  Level Four Advisory Services
  Roanoke, VA
  Dallas, TX
• 1999-08-13 → 2013-09-11
  Signator Investors, Inc.
  Atlanta, GA
  Roanoke, VA

Other Businesses

1.9/10/2013:Level Four Insurance Services, LLC-Investment Related--At Reported Business Location(s)--Non-Variable Insurance--Agent--Time Spent 20%--Fixed insurance: Universal Life, Term, Fixed Annuities, and Disability -0 Hours Per Month- 0 Hours During Trading 2.2/3/2014:No Business Name--InvestRel--At Reported Business Location(s)--Non-Variable Insurance--Time Spent 5%--Sales of life insurance, Long term care, Disability through Crump- 0 Hours Per Month- 0 Hours During Trading 3.04/07/2014:NON-VARIABLE INSURANCE--JM FORD AND ASSOCIATES, INC.--HEALTH INSURANCE BROKERAGE FOR INDIVIDUALS AND GROUPS. I AM A REFERRING AGENT TO JM FORD.--2% OF TIME SPENT - At Reported Business Location(s)- 0 Hours Per Month- 0 Hours During Trading 4.09/09/2014:MARKET SQUARE ADVISORS--DBA FOR LPL/INtegrated Partners BUSINESS (ENTITY FOR LPL BUSINESS)--INV REL-- At Reported Business Location(s)--START 09/19/2014--160 HR/MO ALL DURING SECS TRDG HRS 5.09/09/2014:HIGHLAND CAPITAL BROKERAGE--INV REL--129 CAMPBELL AVE SE SUITE 202 ROANOKE, VA 24011--INSURANCE AGENCY--START 08/25/2014--10 HR/MO 1 DURING SECS TRDG HRS--SELLING NON-VARIABLE LIFE, FIXED ANNUITIES AND LONG-TERM CARE 6.09/26/2014:MARKET SQUARE PROPERTIES, LLC--INV REL-- At Reported Business Location(s)--REAL ESTATE RENTAL--START 09/15/2014--1 HR/MO NONE DURING SECS TRDG HRS--RENTAL FOR LPL REPS TO DO THEIR NORMAL BUSINESS ACTIVITIES. 7.1/11/2017:Market Square Advisors--InvestRel--At Reported Business Location(s)--Registered Investment Advisor DBA--IAR--Started 01/01/2017--30Hours/Month;15HoursDuringSecuritiesTrading. 8.1/23/2017:Barrette Financial Consulting LLC--InvestRel--At Reported Business Location(s)--Business Entity For Tax/Investment Purposes Only--Started 01/09/2017--0Hours/Month;1HourDuringSecuritiesTrading. 9.6/16/2021:Integrated Partners--InvestRel--At Reported Business Location(s)--DBA for LPL Business (entity for LPL business)--Started 06/11/2021--1Hour/MonthDuringSecuritiesTrading. 10.6/18/2021:Integrated Financial Partners--InvestRel--At Reported Business Location(s)--DBA for LPL Business (entity for LPL business)--Started 06/11/2021--80Hours/MonthDuringSecuritiesTrading. 11.6/22/2021:Integrated Wealth Concepts--DBA:(Hybrid) Integrated Financial Partners--InvestRel--At Reported Business Location(s)--Registered Investment Advisor DBA--Started 06/11/2021--80Hours/MonthDuringSecuritiesTrading. 13.6/22/2021:Integrated Wealth Concepts, LLC--InvestRel--At Reported Business Location(s)--Registered Investment Advisor Hybrid--IAR--Started 06/11/2021--80Hours/MonthDuringSecuritiesTrading--I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 6/2021. I expect to spend approximately 80 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. 12.6/22/2021:Integrated Wealth Concepts--DBA:(Hybrid) Integrated Partners--InvestRel--At Reported Business Location(s)--Registered Investment Advisor DBA--Started 06/11/2021--1Hour/MonthDuringSecuritiesTrading. 14. 08/10/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 07/01/2021 - 5 Hours Per Month/5 Hours During Securities Trading. 15. 12/17/2024- Brokers' Service Marketing Group- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 12/17/2024- 5 Hours Per Month- 1 Hours During Trading 16) 06/24/2025 - Non-Variable Insurance - Investment Related - At Reported Business Location(s)- Start date: 07/01/2025 - - 3 Hours Per Month- 1 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-08
• S63 Uniform Securities Agent State Law Examination
  1998-01-05

Other Names

• Matthew R Barrette