Kristopher Todd Lindley

Current Employers

Employment History

• 03/2008 → Present
  Lpl Financial, Llc
  San Diego, CA
• 06/2018 → Present
  Integrated Wealth Concepts, Llc
  San Diego, CA

Other Businesses

1. 8/29/2012: LINDLEY INVESTMENT STRATEGIES - NON-VARIABLE INSURANCE DBA - AT REPORTED BUSINESS LOC(S) - 5% OF TIME SPENT 2. 5/15/2018 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 12/06/2017 - 40 Hours Per Month/ During Trading 3. 7/25/2018 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 6/1/2018 - 40 Hours Per Month/ During Trading - I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 06/2018. I expect to spend approximately 40 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. 8/21/2018 - No Business Name - Investment Related - DEL MAR, CA - Real Estate Rental - Start Date 9/1/2018 - 0 Hours Per Month/ During Trading. 5. 1/9/2019 - Retirement DNA - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 1/14/2019 - 8 Hours Per Month/2 Hours During Trading. 6. 06/11/2019 - Integrated Wealth Concepts, LLC - DBA: Integrated Financial Partners - Investment related - At reported business location(s) - Registered Investment Advisor DBA - IAR - Start date 5/6/2019 - 160 hrs/mo - 40 hrs during trading. 7. 8/28/2019 - Integrated Wealth Concepts, LLC - DBA: Retirement DNA - Investment related - At reported business location(s) - Registered Investment Advisor DBA - start date 8/1/2019 - 5 hrs/mo - during trading. 8. 2/5/2020 - Integrated Wealth Concepts, LLC - DBA: DK Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 12/31/2019 - 10 Hours Per Month During Trading. 9. 7/21/2020 - Integrated Financial Partners - DBA: Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 7/1/2020. 10. 7/22/2020 - Integrated Wealth Concepts - DBA: Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 7/1/2020. 11. 5/4/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 5/1/2021 - 1 Hour Per Month/ During Trading. 12. 5/5/2021 - Integrated Wealth Concepts - DBA: Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 5/1/2021 - 1 Hour Per Month/ During Trading. 13. 9/15/2022 - Integrated Wealth Concepts - DBA: DK Family Office - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 9/1/2022 - 5 Hours Per Month/ During Trading 14. 10/16/2023 - CASRA - Other - Referee Association - Referee - Not Investment Related - Baltimore, MD - Start Date 10/14/2023 - 8 Hours Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2008-10-03
• S63 Uniform Securities Agent State Law Examination
  2002-09-03

Designations

Other Names

• Kristopher Todd Lindley