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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pioneer Funds Distributor, Inc. | Boston | MA | 10/2005 | 09/2019 |
| Pioneer Institutional Asset Management, Inc. | Boston | MA | 04/2006 | 09/2019 |
| G.DIstributors, Llc | Rye | NY | 12/2014 | 09/2019 |
| Lpl Financial, Llc | Waltham | MA | 09/2019 | Present |
| Integrated Wealth Concepts, Llc | Waltham | MA | 09/2019 | Present |
1. 9/20/2019 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 9/20/2019 - BOSTON RESIDENTIAL - Investment Related - Home Based - Business Owner - President/Owner - Started 2003 - 10 Hours Per Month During Securities Trading. 3. 9/25/2019 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/2019 - 160 Hours Per Month - I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 8/2019. 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. 9/25/2019 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 8/2019. 5. 10/9/2019 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 09/23/2019 - 160 Hours Per Month During Securities Trading. 6. 1/14/2020 - 360 Realty, LLC - Investment Related - 671 Salem Street, Malden, MA 02148 - Mortgage/Real Estate Services - Real Estate Salesperson - Start Date: 12/04/2019 - 5 Hours Per Month/0 Hours During Securities Trading. 7. 7/6/2020 - Boston Residential - Investment Related - PO Box 51852, Boston MA 02205; 240 E Illinois St, Chicago IL 60611; 88 Kingston St, 1E, Boston, MA 02111; Allston, MA 02134; Boston, MA 02113, and Medford, MA 02155 - Real Estate Rental - President/Owner - Started 09/01/2003 - 10 Hours Per Month/0 Hours During Securities Trading. 8. 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. 9. 5/14/2021 - 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. 10. 09/24/2021 - BULL CAPITAL LLC - Investment Related - Boston, MA 02205 - Real Estate Rental - Start Date: 04/16/2021 - 1 Hour Per Month/0 Hours During Securities Trading - Rental income. 11. 10/28/2022 - BOSTON RESIDENTIAL LLC - Investment Related - Cambridge MA 02139 - President/Owner - Start Date: 05/10/2021 - 1 Hour Per Month/0 Hours During Securities Trading 12. 07/13/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 06/01/2023 - 5 Hours Per Month/ 5 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-01 |
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