Mark Kruspodin

Current Employers

Employment History

• 05/1989 → Present
  Duffy Kruspodin Llp
  Woodland Hills, CA
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Encino, CA
• 08/2003 → 06/2022
  Kestra Investment Services, Llc
  Encino, CA
• 01/2023 → Present
  Lpl Financial Llc
  Woodland Hills, CA
• 01/2023 → Present
  Integrated Wealth Concepts, Llc
  Waltham, MA

Previous Registrations

• 2016-04-20 → 2022-06-30
  Kestra Advisory Services, Llc
  Encino, CA
• 2006-10-20 → 2016-09-22
  Kestra Investment Services, Llc
  Encino, CA
  Encino, CA

Other Businesses

1) 12/27/2022 - DUFFY KRUSPODIN & CO LLP DUFFY KRUSPODIN LLP - Tax Prep/Accounting/CPA - Owner - Investment related - Woodland Hills, CA 91367 - 160 hours per month - Start Year: 1990. 2) 12/27/2022 - Real Estate Rental - Owner - Investment related - 1213 BELLEHAVEN ST SALINAS CA 93905 - 5 hours per month - Start Date: 7/21/2011. 3) 12/27/2022 - MARK KRUSPODIN CPA, A PROFESSIONAL CORPORATION - Business Entity For Tax/Investment Purposes Only - Woodland Hills, CA 91367 - Non Investment related - 1 Hour per month - Start Year: 1990. 4) 1/26/2023 - INTEGRATED FINANCIAL PARTNERS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 5) 2/2/2023 - INTEGRATED FINANCIAL PARTNERS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - LIMITED SECURITIES PROFESSIONAL - 6 Hours Per Month/6 Hours During Securities Trading - Time Spent 2% 6) 2/2/2023 - Integrated Wealth Concepts, LLC - DBA: DK WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - LIMITED SECURITIES PROFESSIONAL - 6 Hours Per Month/6 Hours During Securities Trading - Time Spent 2% 7) 2/2/2023 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - LIMITED SECURITIES PROFESSIONAL - 6 Hours Per Month/6 Hours During Securities Trading - Time Spent 2% - I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 12/2023. I expect to spend approximately 6 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.

Exams

• S66 Uniform Combined State Law Examination
  2001-08-21