David Ross Neal

Current Employers

Employment History

• 09/2015 → 07/2021
  Coburn & Meredith Inc
  Simsbury, CT
• 07/2021 → Present
  Lpl Financial, Llc
  South Windsor, CT
• 07/2021 → Present
  Integrated Wealth Concepts
  Waltham, MA

Previous Registrations

• 2015-09-17 → 2021-07-12
  Coburn & Meredith, Inc.
  Simsbury, CT
  Stafford Springs, CT
  Stafford Springs, CT
• 2012-07-30 → 2015-09-15
  Morgan Stanley
  Hartford, CT
• 2005-08-12 → 2012-07-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hartford, CT
  Hartford, CT

Other Businesses

1. 7/12/2021 - Coburn Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 7/12/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 7/15/2021 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 07/12/2021 - 160 Hours Per Month - Time Spent 100% - I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 7/2021. I expect to spend approximately 160 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. 4. 7/15/2021 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/12/2021 - 160 Hours Per Month. 5. 7/15/2021 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/12/2021 - 80 Hours Per Month/80 Hours During Securities Trading. 6. 7/15/2021 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Coburn Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/12/2021 - 80 Hours Per Month/80 Hours During Securities Trading. 7. 7/26/2021 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/12/2021 - 80 Hours Per Month/80 Hours During Securities Trading. 8. 8/10/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 7/12/2021 - 5 Hours Per Month/5 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-11
• S63 Uniform Securities Agent State Law Examination
  2005-04-18

Other Names

• Dave R. Neal