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Current Employers
Integrated Wealth Concepts Llc

200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-12-20
MA RA APPROVED 2016-08-22
  • TX RA
    APPROVED_RES
    Since 2021-12-20
  • MA RA
    APPROVED
    Since 2016-08-22

Branch Locations

200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States

200 5Th Ave Suite 4010, Waltham, MA 02451 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Boston MA 08/2016 Present
Integrated Wealth Concepts Llc Boston MA 08/2016 Present
Other Businesses

(1) 08/12/2016: Martha Payne - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Started 07/21/2016 - 1 Hr/Mo; 0 Hours During Securities Trading; 1% Time Spent (2) 08/16/2016: Integrated Wealth Concepts LLC - Registered Investment Advisor Hybrid - DBA: (Hybrid) Integrated Wealth Concepts LLC - Investment Related - At Reported Location(s) - Started 08/15/2016 - 160 Hr/Mo; 160 Hours During Securities Trading - IAR (3) 11/10/2016: Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Not Investment Related - 75 Arlington Street, Suite 500, Boston, MA 02116 - Start 08/15/2016 - 80 Hr/Mo; 20 Hour(s) During Securities Trading. (4) 4/23/2020 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 10/01/2016 - 160 Hours Per Month/160 Hours During Securities Trading. (5) 5/4/2021 - 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-07-11
S63 Uniform Securities Agent State Law Examination 2003-02-27
  • S65 Uniform Investment Adviser Law Examination
    2016-07-11
  • S63 Uniform Securities Agent State Law Examination
    2003-02-27
Other Names
  • Martha Payne

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