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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-21 |
| MA | RA | APPROVED | 2016-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Waltham | MA | 03/2010 | 09/2016 |
| Lpl Financial Llc | Waltham | MA | 10/2016 | Present |
| Integrated Wealth Concepts Llc | Waltham | MA | 10/2016 | Present |
(1) 10/07/2016: Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (2) 10/07/2016: No Business Name - Non-Variable Insurance - Investment Related - 300 Fifth Ave, 3rd floor, Waltham, MA 02451 - Start 04/01/2010 - 10 Hr/Mo; 4 Hour(s) During Securities Trading; 5% Time Spent - Fixed, LTC, life (3) 10/25/2016: Integrated Wealth Concepts - Registered Investment Advisor Hybrid - DBA: (Hybrid) Integrated Wealth Concepts - Investment Related - 300 Fifth Ave. 3rd Floor Waltham, MA 02451 - 100% Time Spent - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in October 2016. I expect to spend approximately 100% of my time 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) 11/01/2016: Integrated Wealth Concepts - Registered Investment Advisor DBA - DBA: (Hybrid) Integrated Financial Partners - Investment Related - 300 Fifth Ave. 3rd Floor Waltham, MA 02451 - 100% Time Spent (5) 03/2019: TDA Wealth Management, RIA DBA - Investment Related - 300 Fifth Ave. 3rd Floor Waltham, MA 02451 - 100% Time Spent (6) 10/16/2020 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) TDA Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 10/01/2020 - 5 Hours Per Month During Securities Trading. (7) 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-02 |
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