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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-10-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Franklin | MA | 10/2016 | Present |
| Lincoln Financial Advisors | Fort Wayne | IN | 09/2007 | 10/2016 |
| Integrated Wealth Concepts Llc | Franklin | MA | 10/2016 | Present |
1)10/21/16-INTEGRATED WEALTH CONCEPTS-DBA for LPL Business (entity for LPL business)-Inv. Related- at reported business location(s)- 100% 2)10/21/16- Non-Variable Insurance- Inv. Related- at reported business location(s)- 5%. 3) 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 100% - IAR. 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 100% - 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 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. 5) 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. 6) 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. 7) 06/16/2026 - Franklin Financial Partners, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/21/2026 - 80 hours per month/ during trading 8) 07/08/2026 - Franklin Financial Partners, LLC - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 05/21/2026 - 80 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-20 |
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