Catherine Dale Bearce

Current Employers

Employment History

• 05/2013 → 11/2016
  Lincoln Financial Advisors
  Waltham, MA
• 11/2016 → 05/2023
  Lpl Financial Llc
  Waltham, MA
• 11/2016 → 05/2023
  Integrated Wealth Concepts Llc
  Waltham, MA
• 05/2023 → Present
  Fourstar Wealth Advisors, Llc
  Andover, MA
• 05/2024 → Present
  Nobles & Richards, Inc.
  Plano, TX

Previous Registrations

• 2016-11-09 → 2023-05-16
  Integrated Wealth Concepts Llc
  Waltham, MA
  Waltham, MA
• 2013-05-28 → 2016-11-20
  Osaic Fa, Inc.
  Waltham, MA
• 2009-08-11 → 2013-06-10
  Ameriprise Financial Services, Llc
  Boston, MA
  Wlatham, MA
  Middleton, MA
  Middleton, MA

Other Businesses

1. 11/8/2016 - No Business Name - Inv related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Started 8/1/2003 - 4hrs/mo - 1hr during trading - Time Spent 1% - Health, disability, life, LTC, fixed. 2. 01/03/2022 - DBA Bearce Rental Property - Inv related - Home Based, Tucson, AZ 85750 and Phoenix AZ 85044 - Real Estate Rental - Start Date: 10/21/1994 - 5hrs/mo - 0 during trading 3. 11/03/2022 - Bearce Associates, Inc - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 08/29/2022 - 160 Hours Per Month/160 Hours During Securities Trading. 4. 11/03/2022 - Bearce Self-Directed LLC - Not Investment Related - Business Entity For Tax/Investment Revenue Purposes Only - Start Date: 04/27/2022 - 1 Hour Per Month/0 Hours During Securities Trading. 5. 12/12/2022 - Phoenix Equity Partners, LLC - Investment Related - Business Entity For Tax/Investment Purposes Only - Start Date - 09/09/2022 - 1 Hours Per Month/0 Hours During Securities Trading 6. 8/26/2022 - Bearce Associates Trust - Inv related - home based - self-directed solo 401k - trustee to Bearce Asso. Inc. 401k Plan - 1hr/mo 7. 10/21/2022 - Avondale Tribe LLC - 2020 Grand Ave #355, Laramie, WY 82070 - inv related - multifamily - Member - profit sharing investor in fund of apartment fund - 0 hrs 8. 2/15/2023 - ABC Innovative Equity LLC - Investment Related - General Partner/Managing Member - Asset Protection Vehicle - Alternative Investments - Start Date 2/15/23 - 10hrs/mo - 0 during trading 9. 5/31/23 - SYND2-23 LLC - 5900 Balcones Dr. #100, Austin TX 78731 - Inv rel - NNN RE - Co-GP Managing Member - investor relations - profit sharing - 1hr mo - 0 during trading 10. 2/1/23 - Grand Seasons Apts, LLC - PO Box 423, La Center, WA 98629 - inv related - Co-GP Managing Member - investor relations - profit sharing - 1hr mo - 0 during trading

Exams

• S66 Uniform Combined State Law Examination
  2003-10-09

Designations

Other Names

• Cathy Bearce