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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-29 |
Branch Locations
200 5Th Avenue Suite 4010, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Waltham | MA | 07/2015 | 01/2017 |
| Lpl Financial Llc | Waltham | MA | 01/2017 | Present |
| Integrated Wealth Concepts Llc | Waltham | MA | 01/2017 | 10/2023 |
| Integrated Wealth Concepts Llc | Waltham | MA | 10/2023 | Present |
1. 11/14/2017 - IFP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 08/10/2015 - 0 hours per month. 2. 9/25/2019 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Registered Admin. - Start Date: 09/01/2019 - 5 Hours Per Month/5 Hours During Securities Trading - I provide administrative support to Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 9/2019. I expect to spend approximately 5 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-14 |
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