Best Investors Account Sign in
Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-11-01
VA RA APPROVED 2016-11-01
  • TX RA
    APPROVED_RES
    Since 2016-11-01
  • VA RA
    APPROVED
    Since 2016-11-01

Branch Locations

4000 Legato Rd Suite 410, Fairfax, VA 22033 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Corporation Fairfax VA 08/2010 09/2016
Lpl Financial Llc Fairfax VA 10/2016 Present
Integrated Wealth Concepts Llc Fairfax VA 10/2016 Present
  • 08/2010 → 09/2016
    Lincoln Financial Advisors Corporation
    Fairfax, VA
  • 10/2016 → Present
    Lpl Financial Llc
    Fairfax, VA
  • 10/2016 → Present
    Fairfax, VA
Previous Registrations
  • 2010-08-03 → 2016-10-28
    Osaic Fa, Inc.
    Fairfax, VA
    Fairfax, VA
    Fairfax, VA
  • 2004-02-06 → 2010-08-11
    Centreville, VA
    Centreville, VA
    Vienna, VA
Other Businesses

1. 10/19/2016 - INTEGRATED WEALTH CONCEPTS DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 0%/ FAIRFAX, VA 2. 10/19/2016 - LEAL DEDDENS/ NON-VARIABLE INSURANCE/ 2%/ FAIRFAX, VA. 3. 11/18/2016 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Time Spent 100% - IAR. 4. 11/18/2016 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Time Spent 100% - IAR - 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. 5. 5/26/2017 - IFP Nova, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 01/01/2017 - 5 Hours Per Month During Securities Trading. 6. 5/3/2021 - 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. 7. 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. 8. 12/20/2021 - Wagner Resource Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/17/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 9. 12/21/2021 - (Hybrid) Integrated Wealth Concepts - DBA: (Hybrid) Wagner Resource Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 12/17/2021 - 1 Hour Per Month/1 Hour During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-02-05
  • S66 Uniform Combined State Law Examination
    2004-02-05
Other Names
  • Leal Deddens

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fairfax, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor